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!
How Financial Advisors Are Compensated
Read this overview to learn how financial advisors are compensated.
Problems with Probate
Probate can be a completely public process, or it can be managed to include as little information as possible.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
There are common mistakes you can avoid when saving for retirement.
Regardless of how you approach retirement, there are some things about it that might surprise you.
Is your estate in order? This short quiz may help you assess your overall strategy.
Do you have an estate strategy? You should.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
A few strategies that may help you prepare for the cost of higher education.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
A presentation about managing money: using it, saving it, and even getting credit.
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
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Estate conservation is too important to put off. Do you have a smart exit strategy?
All about how missing the best market days (or the worst!) might affect your portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.