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!
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The Cost of Procrastination
Don't let procrastination keep you from pursuing your financial dreams and goals.
Do your insurance needs stay the same when the nest empties?
Tax preparation may be the perfect time to give the household budget a check-up.
For many, retirement includes contributing their time and talents to an organization in need.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
The tax rules that govern donating art are complex and confusing. Take a closer look.
Beware of these traps that could upend your retirement.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Assess how many days you'll work to pay your federal tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
You’ve made investments your whole life. Work with us to help make the most of them.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.