The Trusted Advisor

Susan Redsicker

Recent Posts

Turning 50? Considerations for Retirement

Posted by Susan Redsicker on Jan 3, 2022 3:51:04 PM

If your fiftieth birthday is around the corner, it may be time to start thinking about some changes to your financial plan. We’ve outlined what you should keep doing, what you should evaluate, what you may need, what you should watch out for, and what you should plan for and consider all in one place.

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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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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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