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.
Call 518.357.3858 to learn more today!
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’s never a bad time to speak with your financial advisor about changes in your situation.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Here's a breakdown of how the federal government spends your tax money.
What can be learned from the savings rate?
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Are you a thrill seeker, or content to relax in the backyard? Use this flowchart to find out more about your risk tolerance.
How long does a $20 bill last?
Six overlooked tax deductions to help manage your tax bill.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much you have the potential to earn during your working years.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
$1 million in a diversified portfolio could help finance part of your retirement.
There’s an alarming difference between perception and reality for current and future retirees.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.