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!
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Gun Ownership and Your Homeowners Policy
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Try these activities to keep your brain sharp.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Read this overview to learn how financial advisors are compensated.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
If you find it hard to attain personal life goals, there’s an app for that!
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate the total cost in today's dollars of various mortgage alternatives.
Assess whether you are running “in the black” or “in the red” each month.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
It's easy to let investments accumulate like old receipts in a junk drawer.
Here is a quick history of the Federal Reserve and an overview of what it does.
If you died, what would happen to your email archives, social profiles and online accounts?
When do you need a will? The answer is easy: Right Now.