The Trusted Advisor
Beyond the Business: Financial Planning for Your Next Chapter
Navigating the Transition from Business Owner to Retiree Selling your business marks, not just the...
2 minute read
Securing Your Business Legacy: Protecting Your Company for Retirement, Succession, and Beyond
This article was originally published through the Hudson Valley Economic Development Corp. As a...
3 minute read
Market Commentary: Recent Market Volatility
From the TFA Investment Committee 3/11/25:
1 minute read
TCJA Sunset Considerations
One word expected to be heard throughout 2025 is change, and with change comes opportunity....
4 minute read
National Estate Planning Awareness Month
October is National Estate Planning Awareness Month making this the perfect time to ensure you have...
2 minute read
Eric Taylor Named President of Tompkins Financial Advisors
ITHACA, NY (July 1, 2024) – Tompkins Financial Corp. (Tompkins) announced that Eric Taylor has...
1 minute read
Navigating the Great Wealth Transfer
This article, (originally, Three Steps to Navigating the Great Wealth Transfer) written by Michael...
2 minute read
Tompkins Financial Mid-Year Market Newsletter
A Market Update for Q2 from the Investment Committee team at Tompkins Financial Advisors.
4 minute read
Keeping Steady Amid Rising Inflation
Contributed by Geoff Blyth, portfolio manager, senior vice president and chief investment officer...
2 minute read
Financial Tools for Back to School
This article, created by Tompkins Financial Advisors, was originally published in Tompkins Weekly...
3 minute read
Turning 50? Considerations for Retirement
If your fiftieth birthday is around the corner, it may be time to start thinking about some changes...
2 minute read
Build Back Better Act – what it may mean for you
The Build Back Better Act is a proposed legislative spending plan aimed at raising revenues and...
2 minute read
A Boom in Gray Divorce
Our friends at Western New York Physician Magazine recently partnered with Sue Redsicker, Director...
1 minute read
The Truth about Share Buybacks
As the economic recovery continues, corporate earnings are surging as businesses grapple with...
2 minute read
Concentrated Stock: Barriers, Biases, & Strategies
Company stock compensation plans are a great way for companies to reward and retain their...
2 minute read
Balancing Sacrifice and Success
Content originally featured in Western NY Physician Magazine - navigate to page 20 to view.
3 minute read
Highlights of the $1.9 Trillion COVID Relief Bill
With the recent passage of the $1.9 Trillion American Rescue Plan, many Americans will receive...
2 minute read
Budgeting in the Ongoing Pandemic
The COVID-19 Pandemic has presented countless challenges for our country. Whether you’re a seasoned...
1 minute read
Celebrating Black History Month
February is a time to come together in celebration of the contributions that Black Americans have...
1 minute read
A Refresh on the SECURE Act
You may have heard that several points related to the SECURE Act of 2019 have been clarified. As...
1 minute read