Retirement Planning

Long-term Health & Wealth Management. Long-term health care reform is like an albatross around America’s neck. The Clinton administration failed in the 1990s to introduce comprehensive

Americans aren’t saving enough, and it’s a real problem. There’s no shortage of statistics that one can cite to illustrate Americans money-management shortcomings.

Raising the standard of care. Regulatory responses to great financial crises vary in their intensity, focus and effectiveness. 

It’s not just about a comfortable beach chair, it's about supporting change. Life is full of transitions. And most of it involvesMost of these transitions require us to figure out how finances 

Western New York Advisor Takes Unorthodox Approach to Help Clients Thrive. It can be difficult to find a wealth manager who treats clients like family. At Prosperity Wealth Management

Funding the nest egg is only the first step to a successful retirement. With advancements in healthcare and lifestyle choices, today’s retirees face a real threat of outliving their finances.

Front-End Planning Prevents Sleepless Nights. Life is messy – that’s a given – but when it comes to retirement, people want to know that their money will last regardless of what comes along.

A large percentage of Americans today struggle with understanding the financial ramifications of retirement.

Making your money last a lifetime. What does retirement sound like? For some it’s the click of pruning shears snipping a prized rose bush.

The Art of Advising Millennials. If the 2008 crash has done anything, it has changed the way a new generation of investors views financial planning.

Creating and Following a Worry-Free Path to Financial Security. Retirement investing isn’t for the timid. It takes careful planning, determination and consistency in the face of volatile markets

Building Trust Building Relationships. Maintaining a philosophy that listening is the key to earning trust while education and action is the key to keeping it.