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!
9 Facts About Social Security
There are things about Social Security that might surprise you.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Do you have an estate strategy? You should.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Six overlooked tax deductions to help manage your tax bill.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you should be saving for college.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
Making the most of surprises is a great reason to work with us.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Do you know how to set up your financial goals for success? This knight does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate