It is National Estate Planning Awareness Week and we want to remind you how important it is to talk with the next generation.

One of the biggest threats we have to our overall financial security is that of a long-term care event. According to the Department of Health and Human Services, about 70% of Americans who reach age 65 will need long-term care at some point, and if it's a major event, the costs are usually significant.

What's inside this month's edition?

-How to Plan for Rising Health Care Costs in Retirement

-Did You Know? Facts & Statistics

-Must-Have Documents for a Peaceful Future

-NY's Fall Foliage Report

-Planning Tip

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If you haven't done so already, now is a great time to think about saving for the higher education of a loved one. One method for saving can be done through establishing a 529 plan, where there may be potential for significant tax benefits while working toward your savings goal.

What's inside this month's edition?

• Election 2020: What it Could Mean for You
• Did You Know? Facts & Statistics
• Major Changes to the DJIA
• Fall Fun in Saratoga
• Planning Tip

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August 14th is Financial Literacy Day! Being financially literate is defined as understanding the core concepts of money management and being able to apply them in a manner that is beneficial to yourself and your family's long-term financial comfort and security. 

What's inside this month's edition?

-Midyear Outlook 2020: The Trail to Recovery
-Did You Know? Facts & Statistics
-Fitness Apps for Seniors
-10 Day Hikes from Saratoga Springs
-Planning Tip

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Until just a few months ago, the US economy had grown for the past decade without any significant decline in economic activity. Unemployment was low, home prices were high, and companies were reporting strong 2020 profit forecasts. As COVID-19 began to spread across the globe, markets were hit with significant volatility over uncertainty in how to contain the virus.

What's inside this month's edition?

-Mid-Year Financial Checkup: 5 Questions to Ask Yourself

-Did You Know?

-Resuming In-Office Meetings

-Thank You for Joining Us!

-Planning Tip

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Thank you to everyone who came out on June 27th to join us for our 9th annual shred event! Thousands of pounds of paper was securely destroyed, which has since been baled and shipped to local paper mills to be recycled for reuse!