Life After The Final College Tuition Check Is Paid

SENIOR Financial & Tax Associates | Buffalo, NY

If you’ve chosen to help your children with their college education, you know what it feels like when every semester, that tuition bill comes. It has you counting down the days until… no more college tuition checks! Finally! But what do you do in life after the final check is paid? If you’re looking forward to breaking free, here are 5 tips to consider.

A Nurse’s Guide To Retirement Planning

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

As a nurse, you come home from working your 3rd 12-hour shift in a row. You’re tired. You feel like you haven’t sat down in days. The shift never slowed down. When you finally get home, the last thing on your mind is planning for your retirement.
The more proactive you are with your retirement, the better off you’ll be. Read 5 easy steps to get your retirement planning started…. you’ll thank yourself later!

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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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.