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!

Click the title to read the full article!

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.

Click the title for the full article!

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.

Click the Title for the full article!

Estate Planning | 9 Things To Do When a Spouse or Parent Passes Away

As we age, we are inevitably confronted with the loss of a loved one. Sometimes we have time to prepare, other times it is sudden. If we are fortunate enough to have some time to prepare mentally and emotionally, the process of coordinating these items can be much more controlled and organized.
The following 9 items should be addressed as soon as you are able to grieve and get comfortable taking on the challenge.

Click the title to read the full article!