The Trusted Advisor

Susan Redsicker

Recent Posts

A Boom in Gray Divorce

Posted by Susan Redsicker on Sep 13, 2021 9:24:13 AM

Our friends at Western New York Physician Magazine recently partnered with Sue Redsicker, Director of Financial Planning, on an article entitled, A Boom in Gray Divorce Means Special Considerations for Women. Head over to their website here for the full article. You can find it on page 25 of the digital edition. 

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Financial Tools To Navigate Back To School

Posted by Susan Redsicker on Sep 8, 2021 10:01:25 AM

As originally published in Tompkins Weekly on September 8, 2021

It is that time of year again… back to school! Every year this event ends up costing more than most parents want to spend, and every year it gets more expensive. As a parent of three kids myself, ranging from elementary to high school, I can understand and empathize. Here are some tips and tricks to assist in school saving and budgeting. If the ship has sailed for the 2021-2022 school year, these helpful hints will get you on board for the next one.

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Budgeting in the Ongoing Pandemic

Posted by Susan Redsicker on Mar 9, 2021 12:37:00 PM

The COVID-19 Pandemic has presented countless challenges for our country. Whether you’re a seasoned professional, an empty nester, a fresh college graduate, or anywhere in between; many of us have had no choice but to change the way we think about budgeting.

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A Refresh on the SECURE Act

Posted by Susan Redsicker on Dec 21, 2020 12:42:00 PM

You may have heard that several points related to the SECURE Act of 2019 have been clarified. As your community-based financial advisors, we wanted to take a moment to bring you some of the most important pieces of the Act for your reference.

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The opinions expressed and material provided are for general information only.

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