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

Changing Unhealthy Behaviors

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

The Investment Risk No One’s Ever Heard Of

The Investment Risk No One’s Ever Heard Of

You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.

What Is a Roth 401(k)?

What Is a Roth 401(k)?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

 

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

Healthcare Costs in Retirement

Without a solid approach, health care expenses may add up quickly and potentially alter your spending.

The Cost of Procrastination

Don't let procrastination keep you from pursuing your financial dreams and goals.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

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Managing Your Lifestyle

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

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Investment Strategies for Retirement

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

An Inside Look at Retirement Living

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

The Business Cycle

How will you weather the ups and downs of the business cycle?

Surprises

Making the most of surprises is a great reason to work with us.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

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