Should I Pre-Plan My Funeral?

SENIOR Financial & Tax Associates | Fee-Only Financial Advisors | Buffalo, NY

The choice to pre-plan your funeral before death or illness can allow your family to grieve properly without worrying about the details. If you haven’t thought about pre-planning your funeral, here are 5 reasons you should plan it while you are healthy, unemotional and in control.

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Retirement Planning | 5 Mistakes Retirees Regret

Retirement. Warm weather. Doing what you want to do when you want to do it. Not a worry in the world. Isn’t that what we all envision? Making the decision to retire is exciting… but it can also be a challenge. Read 5 mistakes that retirees regret and learn how to avoid them!

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5 Benefits of a Multi-Generational Advisory Firm and What it Means For You

Clients wonder what happens to them if their financial advisor retires or unexpectedly dies. Is your financial advisory firm prepared to deal with these what if scenarios? This commonly voiced concern is why advisory firms and the financial industry have begun focusing more on succession planning and multi-generational advisory teams. Read this article to learn 5 benefits of a multi-generational advisory firm and what it means for you.

Business Planning | 5 Ways to Make Your Business Work Harder For You and Your Family

If your business is obstructing your efforts to enjoy life with friends and family, this is a problem. We all know it takes hard work to build a successful business, but if it is consuming all your time, effort and energy… is it worth it?
If you love your business, love your family and love your other life pursuits, it should become priority one to make them all work together in the proper balance.  Read the article to find out how!

Building Wealth | 4 Money Habits That Separate Building Wealth From Just Making A Living

“There are a handful of small but powerful things wealthy people do that set them apart from those who are struggling financially. Start cultivating these habits and you’ll get a sense of what real financial success and independence feel like, as well as what it’s like to make a difference.” We read this article from Entrepreneur.com and thought it brought some critical ideas for building your wealth back to the forefront!

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Business Planning | Do You Make These 5 Marketing Mistakes?

5 Marketing Mistakes | Senior Financial & Tax Associates | Buffalo, NY

Are you struggling with how to take your business to the next level? Do you feel like you’re stuck in a stagnant place and are unsure of what actions to take to grow? You are not alone! As a business owner, you are busy constantly. There is not enough time in the day for everything. Making mistakes with your marketing efforts can only magnify some of your struggles. Read this to figure out if you are you making these 5 costly marketing mistakes.

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Divorce | 5 Financial Steps To Take BEFORE Getting A Divorce

Divorce | SENIOR Financial & Tax Associates | www.sftaweb.com | Buffalo, NY

A marriage may result in separating ways and end in divorce regardless of how hard one or both parties try to make it work. This can be a giant roller coaster of emotions. With everything going on there is one extremely important thing many people neglect to think about…YOU. If you find yourself going through a divorce you need to look out for yourself and your financial independence. Too often we see a separating spouse blindsided by certain financial realities. Take a look at these 5 steps BEFORE getting a divorce to ensure you are looking out for your own interest before the divorce finalizes.

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