Financial Library

09/15/2022

New York State Secure Choice Savings Program: Employer Impact

board room setting looking over a pie chart

In 2021, Governor Kathy Hochul made the New York State Secure Choice Savings Program mandatory for all companies to provide an auto-enroll IRA program to their employees. Employees will be able to contribute 3% of their pay in the initial month with an option to change the amount they contribute…

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Financial Education

08/25/2022

Why There’s a Case for Diversified Investments in Today’s Markets

stock ticker that also says diversified portfolio

Everyone has specific goals and reasons when they invest; however, the one common denominator is achieving a level of financial security. With this goal paramount to many, you must consider the best strategy for achieving it. With diversified investments, you are choosing a reliable approach to obtaining those long-term monetary…

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Blog

07/25/2022

Questions to Ask a Financial Advisor Before Hiring Them

financial advisor and client shaking hands

You’re ready to make changes to help you achieve your financial goals and want to seek the expertise of a financial advisor. Below are questions to ask a financial advisor to confirm their methods align with your financial needs. (more…)

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Blog

06/22/2022

Why Market Timing Can Have Detrimental Effects on Investments

Background of stopwatch in front of graph

The investing world has been fueled with fear about a looming recession, supply chain issues, labor shortages, and bear markets; OH MY! When the world gets crazier and the markets seem to get more volatile, many investors start to wonder, “when should I get out?”. However, timing the market is…

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Blog, Financial Education

05/04/2022

5 Tips for How to Spend Your Tax Refund Wisely

calculator and pen with the words tax refund

A recent report by the IRS found that the average tax refund grew by nearly 14 percent in 2022. Are you looking for ways to spend your tax refund wisely? If so, check out these helpful tips below. (more…)

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Blog, Retirement

04/20/2022

Factors to Consider in a “Preparing for Retirement” Checklist

plan for retirement blocks next to piggy bank

Retirement planning is a process that evolves, which is why it’s so important to start strategizing in advance. While it can seem overwhelming to plan for an unknown future, it’s important to start by taking small steps. Here are some things you should factor into your planning for retirement checklist.…

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Financial Education, Videos

07/13/2021

CIBS Lunch & Learn 1031 Exchange Concepts for Commercial Brokers

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Financial Education, In The News

06/15/2021

SPACs: A Great Idea but a Potential Nightmare Investment

In a world where information moves so quickly, it’s very easy for sensations to reach “viral” status and catch the attention of people that normally would have never even heard of them. The sensation is not limited to a specific idea or trend either. It could be weird and sometimes…

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