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!
Rightsizing for Retirement
What does your home really cost?
How Insurance Deductibles Work
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Is your estate in order? This short quiz may help you assess your overall strategy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
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.
This calculator demonstrates the power of compound interest.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
You’ve made investments your whole life. Work with us to help make the most of them.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Smart investors take the time to separate emotion from fact.