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!
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Six overlooked tax deductions to help manage your tax bill.
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
The true cost of raising a child may be far more than you expect.
It may help your business be better prepared in the event of the death of a principal or key employee.
When to start? Should I continue to work? How can I maximize my benefit?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate your monthly and annual income from various IRA types.
Assess whether you are running “in the black” or “in the red” each month.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Do you have causes that you want to support with donations? Here are three tips.
$1 million in a diversified portfolio could help finance part of your retirement.
The market is as unpredictable as the weather. We’d love to help you prepare.
How do the markets usually react to elections? Was the 2016 election any different?
In life it often happens that the answers to our most pressing questions are right in our own backyards.