Holistic Wealth | Wealth Advisors Saratoga, Clifton Park, Albany NY
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Retirement Planning Plan For Tomorrow The Retirement You Deserve Women and Retirement

Certified Financial Planner In The Greater Albany, NY Area

At Holistic Wealth Advisors our goal is to understand the needs of each individual client when it comes to their retirement planning and asset management.   We take the time to get to know each and every one of our clients in the Albany area to provide them with the best possible help. We take the time to create a plan that is tailored for you.  Whether it’s Retirement Income, Estate Planning, Budgeting, or other areas, your Holistic Wealth Plan will speak directly to you and provide insight into your financial life.

Learn more about our approach here!

Call 518.357.3858 to learn more today!

Helpful Content

Asset Allocation

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Does Your Credit Score Affect Your Insurance Rates?

Does Your Credit Score Affect Your Insurance Rates?

Your credit score may influence how much you pay for auto and home insurance.

 

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

U.S. Personal Savings Rate

What can be learned from the savings rate?

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

You Would Rather Be...

Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.

Life and Death of a Twenty Dollar Bill

How long does a $20 bill last?

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

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What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

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