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!
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What to Look for in Personal Finance Apps
An increasing number have been developed to help individuals with their personal finances.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
The item most homeowners forget on their home improvement project checklist is insurance.
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Understanding the value of a home warranty.
At what point can you call a personal vehicle commercial?
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how much of your Social Security benefit may be considered taxable.
Assess whether you are running “in the black” or “in the red” each month.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
When should you take your Social Security benefit?
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How do the markets usually react to elections? Was the 2016 election any different?