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(585) 899-1227
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Latest Articles

Estate

  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages
  • A Living Trust Primer
  • Why Everyone Needs an Estate Strategy
  • Will Power
  • White Elephant Inheritance
  • Choosing a Business Structure
  • Put It in a Letter
  • What is the Value of Your Business?

Insurance

  • Social Media: #NewestBusinessLiabilityRisk
  • How Insurance Deductibles Work
  • Insurance Needs Assessment: Married With Children
  • Understanding Homeowners Insurance
  • Term vs. Permanent Life Insurance
  • What to Look for in an Extended-Care Policy
  • Does Your Credit Score Affect Your Insurance Rates?
  • A Look at Whole Life Insurance
  • A Home Insurance Claim: To File Or Not To File
  • Retiree Health Care Coverage Overseas

Tax

  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • The One Big Beautiful Bill and You
  • What’s My 2025 Tax Bracket?
  • What Is a 1035 Exchange?
  • How to Make the Tax Code Work for You
  • You May Need to Make Estimated Tax Payments If…
  • How to Appeal Your Property Taxes

Money

  • Year-End Charitable Gifting and You
  • The History of Currency
  • What Can You Buy With 529 Distributions?
  • Exploring the Federal Student Grant Program
  • The Average American Budget
  • Budgeting After a Divorce

Lifestyle

  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • Changing Unhealthy Behaviors
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
 

Contact

Office: (585) 899-1227

Fax: (585) 899-1228

179 Sully's Trail

Suite 305

Pittsford, NY 14534

[email protected]

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