02/03/2026
New York State retirement mandate deadlines are coming up soon. If you still need to set up a plan or have any questions around the mandate, please reach out. Fines will be applied for missing the deadlines below!
Bringing financial education and recommendations to young professionals, young families, attorney's, and small business owners.
I aim to truly demystify your financial world to help you make informed and beneficial decisions. Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 600 DELAWARE AVENUE, BUFFALO NY, 14202, 716-8177109. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America®
02/03/2026
New York State retirement mandate deadlines are coming up soon. If you still need to set up a plan or have any questions around the mandate, please reach out. Fines will be applied for missing the deadlines below!
01/28/2026
Major firms' estimations for the S&P 500 in 2026. These are almost always wrong in some way.... go figure. We crested 7,000 this week on the S&P, so let's wait and see where the rest of the year takes us!
03/31/2025
It’s human nature to want long-term financial confidence. But rather than crash and burn in a market bubble, here are some ideas on how to build a solid investment portfolio.
Financial fixes: Beware of market bubbles Ideas on how to build a solid investment portfolio.
03/28/2025
Many people are worried about Social Security lasting until they retire. Watch this video to learn more about why that's more hype than truth.
What You Need to Know About Social Security Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
03/26/2025
Do you know how missing the best and worst market days might affect your ?
It Was the Best of Times, It Was the Worst of Times All about how missing the best market days (or the worst!) might affect your portfolio.
03/24/2025
Think about these 10 shocking facts during your retirement planning.
03/21/2025
Demand for annuities is surging as consumers look for ways to reduce risk, enjoy tax-deferred growth and lock in guaranteed retirement income.
Why annuities are in demand Demand for annuities is surging as consumers look for ways to lock in guaranteed retirement income.
03/19/2025
Improving your finances can seem like a daunting task. But it's ok to start small! Check out these 7 simple actions you can take this week that may help you reach your financial goals.
7 easy ways to help you improve your finances Take these seven simple actions to improve your finances this week
03/17/2025
In retirement planning, evaluating your insurance policies is a good policy. Here are three areas where your insurance coverage may need adjusting.
3 important insurance considerations for retirees In retirement planning, evaluating your insurance policies is a good policy.