|
Call today for a free consultation 716-592-9225
|
Newsletters
-
Keeping Cool: Investment Strategy vs. Reaction
This article offers ideas to help investors focus on strategic decisions rather than react emotionally to the latest market news or movements.
-
HOT TOPIC: The Shape of Economic Recovery
This article looks at the potential shape of the COVID-19 economic recovery with some historical context and key factors that may affect the direction of the economy.
-
Three Life Insurance Strategies for Small Businesses
This article explores how life insurance might help small businesses attract and retain talent or fund buy-sell agreements.
-
Business or Hobby? It’s All About Taxes
The difference between a money-losing business and a hobby matters at tax time. This article presents IRS criteria for making the distinction.
Calculators
-
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
-
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.