Articles and Calculators 

Key Money Lessons They Don't Teach You In School 

Written by  our very own advisor. Take our advice for some ways to earn more money.  

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Holding Equities for the Long Term: Time vs. Timing 

Market timing is extremely difficult to achieve. Read how long term investors can benefit from staying invested, even in market downturns. 

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Estimating Retirement Income

Thinking about your retirement needs? Read this article for some helpful pointers! 

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Investing for Major Financial Goals 

Large purchases may seem too daunting to think about but a well thought out plan is essential to achieving your goals. 

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Understanding Social Security

Most everyone has heard of social security but do you understand how it works? Knowing the ins & outs can prevent you from making costly mistakes when it comes time to collect.

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How Student Loans Impact Your Credit 

Read about how your student loans affects your life after college. 

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Refinancing Your Mortgage 

With rates near all time lows, it may seem enticing to  refinance your mortgage but maybe not in your best interest.

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Federal Gift and Estate Tax 

Read how you could be affected if you give or leave money to someone. 

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Click on the Interactive Calculators Below

Saving for Goal Calculator

Use the interactive calculator to gauge if you're on track for retirement or another major purchase

Cost of College Calculator 

See how your savings compares to the funds required for a college education

Life Insurance Needs Calculator 

Use this tool to estimate how much life insurance you should have

Required Minimum Distribution    (RMD)

See how much you will need to withdraw from your retirement account this year. 

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Clifton Park, NY 12065, US

Check the background of this firm on FINRA’s BrokerCheck. Securities-related transactions are managed by Halliday Financial’s subsidiary, Halliday Financial, LLC., Member FINRA and SIPC. The Company only transacts business in states where it is properly registered, or excluded or exempted from registration requirements.Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that the future performance of any specific investment, investment strategy (including the investments and/or investment strategies recommended and/or purchased by adviser), or product made reference to directly or indirectly on this Website, or indirectly via link to any unaffiliated third-party Website, will be profitable or equal to corresponding indicated performance levels.Different types of investment involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client’s investment portfolio. No client or prospective client should assume that any information presented and/or made available on this Website serves as the receipt of, or a substitute for, personalized individual advice from the adviser or any other investment professional. Historical performance results for investment indexes and/or categories generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment-management fee, the incurrence of which would have [the] effect of decreasing historical performance results.

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