Independent Insurance & Investment Management: Serving Central NY and Melbourne, FL
We are an independent insurance and financial services firm with locations in Central New York and Florida's Space Coast.
Please take some time to explore our website. Inside, you can learn more about our Firm, as well as gain a better understanding of the concepts behind insurance, investment management, retirement & estate planning, and wealth preservation. We believe that the resources on this site illustrate the value of working with skilled professionals to address your insurance and financial needs.
We hope you make our site a "favorite" and visit us often to take advantage of the articles, calculators, newsletters, and other resources. We frequently update our web site content to help you remain on top of changes in the insurance and financial services industries.
Contact Us today to get a conversation started. We look forward to serving you.
Newsletters
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Time to Bulk Up Your Emergency Fund
A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
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HOT TOPIC: Soft Landing or Delayed Recession?
This article looks at the current state of U.S. economic activity and the prospects for continued growth as higher interest rates work their way through the economy.
Calculators
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?