“Power of Attorney for College Students”

The time preparing for and the first few weeks of your son or daughter heading offing to college are usually filled with excitement, planning, paperwork, shopping, and adjustments.  One often overlooked important task is asking him or her to sign a durable power of...

Mortgage Dilemma: Should I Pay Down Principal?

How many have found themselves in this situation? You have a mortgage, you’re looking at your savings account, you see a sizeable sum. From working with a fiduciary financial advisor you already have an emergency fund comprised of high-yield savings accounts, bonds...

Ideas On How to Save While at College

As September approaches and students begin to prepare for the fall semester, we feel this is an excellent opportunity to share ways that they can be smarter with their everyday expenses.  With limited resources, college students can benefit immensely by learning to...

Successfully Managing a Financial Windfall

Financial windfalls come in varying ways, often unexpected or suddenly.  Whether an inheritance, company stock profits or sale, insurance settlement, or lottery winnings…. the unexpected pile of cash can create an initial sense of euphoria and a false sense of...

Cyber Fraud

Threats to Data Security Intensify every hour, technology continues to evolve, changing the way we lead our lives. Unfortunately, cyber criminals are evolving just as fast, developing new ways to separate people from their assets. While the most common tactics used to...

How Much Are You Really Paying for Your Investments?

In a recent Wall Street Journal article (linked HERE), Andrea Fuller recounts her experience of searching for the fees that she is paying for her financial advisor and investments – the advisor is an employee of one of the largest financial advisory companies. What...

Robert’s Co-Authored Document on Taxes

With tax season officially upon us, we wanted to take a moment to: remind everyone to send in their tax documents and information as soon as possible to share a recent white paper (attached) that was co-authored by Robert Walsh. View PDF The paper utilizes real-life...

Be Aware of IRS Tax Scams

As we welcome in a new year and many changes, we need to remain diligent of new tax scams pertaining to identity theft and refund fraud.  This is one reason NY State is now requiring your driver’s license number to file your State return. The IRS recently issued...