Buffalo, NY boasts a rich cultural tapestry, a thriving economy, and captivating natural beauty, making it the perfect destination for retirees seeking a fulfilling and vibrant life. Learn more here.
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Ideally your investment strategy was built on the following principles: Understanding your own risk tolerance. Every investor has a unique tolerance to enduring losses and to resisting too good-to-be-true opportunities. Make Sure your portfolio
“Beauty is in the eye of the Beholder,” but it is also true that value is in the eye of the beholder. Your heirs will assign value not just on a monetary basis but on emotional and other terms. Perhaps son values a $475,000, memory-filled h
For Buffalo Residents a Financial Advisor Describes What You Should Know About a Roth IRA Conversion
An effective strategy for evaluating retirement and estate planning options is to consider converting a traditional IRA to a Roth IRA. Revisiting Roth conversions may be appropriate due to recent market valuations given the volatile market decline.&n
I Inherited a Large Amount of Money. What do I to do next? Perspective from a Buffalo Wealth Manager
Managing sudden inherited wealth can be overwhelming. Who can you trust to help you manage this newfound wealth? How do you know a wealth manager is working in your best interest? Ryan Carney, CFP®Ryan Carney is a Partner at Winthrop Par
Start Now – The sooner in your career you begin saving the less you will have to save every year to reach your retirement goal. This is the power of compounding interest. Example if you save $10,000 a year for 20 years at an 8% retur
Retirement and Longevity As you prepare to start claiming benefits, be sure to ask yourself these questions. This year, about 65 million Americans will receive over one trillion dollars in Social Security benefits. If you’re planning to join that t
Investing in stocks is arguably the most exciting and crucial aspect of building your investment portfolio. Stocks provide the capital growth that drives the value of your portfolio upwards over the long term. However, picking the correct types of st