Friday, September 23, 2022
Happy autumn, everyone! The leaves are starting to turn here in Upstate NY, and there’s a chill in the air. We are gathering the last of our summer bounty from our gardens and preparing to store it for winter. I am excited to try...
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Wednesday, July 20, 2022
Summer 2022Happy summer! The world looks different from a year ago. We are all feeling the pinch of higher prices at the pump and at the grocery store. The S&P 500 finished the six-month period ending June 30 down 20.6 percent. The...
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Friday, June 17, 2022
I hope you’re having a relaxing summer! Before you know it, Labor Day will be here, and we will focus on year-end planning. If that is when you typically make charitable gifts from your investment accounts – or if you are...
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Tuesday, May 3, 2022
These treasury-backed bonds can help you cash in on your cash and provide a hedge against inflation.
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Friday, October 1, 2021
AUTUMN 2021 Let’s talk about Roth (conversion) Autumn is already here, and before you know it the year will be coming to a close. As you know, we have until 12/31 for Roth conversions. Roth conversions differ from contributions...
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Friday, July 30, 2021
Summer 2021 It’s summertime and the livin’ is easy. With places reopening, we all feel like we’ve emerged from hibernation. And there’s lots of news! As you know, Nancy worked hard in the last year and a half to...
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Friday, March 19, 2021
Greetings, everyone! You probably all saw the St. Patty's Day news, but if you didn't, the IRS and the Treasury extended the tax filing deadline for individuals to May 17, 2021. This applies to federal 2020 tax returns only. I am...
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Friday, February 26, 2021
Déjà vu It’s a new year – or is it? As of this writing, we are nearly twelve months into lockdown, you may very well have received a second round of stimulus payments, and the stock market ended the year on...
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Monday, November 23, 2020
HOLIDAY 2020 Happy Thanksgiving and Seasons Greetings, everyone! Hoping this newsletter finds you and your loved ones healthy and safe. I am very excited to introduce you to two new team members: Rheagan Scribner and Harold Heintz....
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Friday, September 18, 2020
AUTUMN 2020 I hope this letter finds you and your loved ones well, whether you are self-isolating or going into work, or just spending your days waiting for 2020 finally to end. I’ve been getting questions lately around a wide...
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Wednesday, July 1, 2020
SUMMER 2020 Happy summer, everyone! It's been a busy year for email notifications, newsletters and mailings. In the coming weeks you'll be receiving yet another mailing from our broker-dealer. The SEC has adopted a "best interest"...
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Friday, May 29, 2020
A NOTE FROM RACHEL SPRING 2020 Happy spring, everyone! 2020 is proving to be an unusual year, but it is letting us flex our digital muscles and demonstrate our ability to adapt. (Who would have thought the name flexfinancialplanning...
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