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3 tips to get the most out of your meeting with a financial planner Jeffrey Haxton Certified Financial Planner™ As we’ve mentioned before, our firm believes it’s important to meet with a financial planner at minimal on an annual basis. As a financial planner I want to...
Teacher Classroom Giveaway We’ve teamed up with WYRK, Buffalo’s number one country music station, to reward some of the hardest-working yet under-appreciated members of our Western New York community, teachers! Three lucky teachers will be selected to win $750...
Preparing Teachers for Retirement Summer McKellar Senior Research Analyst Registered Representative We’re already half-way through the month of August. That means it’s time to squeeze in those end-of-summer vacations, late nights outside and…. retirement...
All about a 403b Retirement Plan John Clouden Senior Vice President Starting a new job is an exciting time. With it come new responsibilities, new income and lots of paperwork to fill out. From company information, insurance and benefits; you’re just signing it all to...
The Importance of an Annual Review Brian Clouden Vice President Years ago there was an infomercial for a rotisserie oven that seemed to air all the time. The main reason why I remember it is because of the famous tagline “Set it & forget it.” For a lot of items in...
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