Insights and reflections to support your financial growth.

Is a Roth IRA a good fit for you?

Is a Roth IRA a good fit for you?

If your retirement planning includes funding a traditional IRA (or 401[k]), congratulations. You’re reducing your bill to Uncle Sam in every year you contribute. Great! Right? Maybe not so great. The flip side of traditional IRAs is that a withdrawal is a taxable...

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2022 Third Quarter Commentary

2022 Third Quarter Commentary

The third quarter started off well with the S&P 500 trading up 12.7% by mid-August, only to retreat and finish the quarter down 6.3%. The weakness in the equity market was precipitated by a slightly hotter than expected CPI report for August, followed by an...

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Supporting the fight against breast cancer

Supporting the fight against breast cancer

Spreading awareness to all our loved ones on the importance of self-exams, checkups and screenings can make the difference. Early detection matters! In honor of breast cancer awareness month, we are running a basket raffle through October 31st. All proceeds, which...

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Making sense of Medicare’s parts

Making sense of Medicare’s parts

It’s easy to get a bit mixed up by the many parts and features of Medicare. This lets you see, at a glance, the major coverage options, called parts, and some of their more significant aspects. Use it to help you think about what level and combination of coverage...

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Staff Appreciation Day

Staff Appreciation Day

As an appreciation to our staff, each year we take a day together to relax and put our feet up at Keuka Lake. Not only did we get to soak up the sunshine with beautiful views; this year our night ended at Tag's Summer Stage to see the I Love The 90s concert. We are so...

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