Can an Estate Plan be both Fair and Meaningful? Yes, says a Buffalo Fiduciary
“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
Read moreAuthor: Ryan Carney, CFP®
Ryan Carney is a Partner at Winthrop Partners. With nearly 10 years of experience in financial services, Ryan began his career with Fidelity Investments and First Niagara Financial Group. In 2018 he was named by Buffalo Business First’s as a “30 under 30” honoree. He earned his B.S. in Economics from Bowdoin College and is a Certified Financial Planner.
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
Read moreI 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
Read moreFour Key Tips to Saving for Retirement From a Buffalo Financial Advisor
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
Read more5 Considerations for Your Social Security Strategy
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
Read more4 Key Tips for Building a Stock Portfolio
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
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