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Life Insurance for Parents of Minors
The importance of Life Insurance for Parents of Minors Summer McKellar Senior Research Analyst Registered Representative Life insurance is a topic that most people don’t want to think about or discuss for obvious reasons. However if you’re an adult who is raising...
3 tips when meeting a financial planner
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
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
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...
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