The Trusted Advisor
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