Eco-friendly in Life and Death
Many people wish to be cremated or buried in a traditional setting. However, we recently had a client request that his documents reflect a desire for a green burial.
Q & A with Martel Catalano
We can manage stress only so much with remedies, but if we do not dig into the reasons behind the stress... well, that's when it becomes a Band-Aid. Those seeking real stress management solutions will have to do self-exploratory work.
Impact Investing with Erin Santspree
Erin is passionate about helping clients make investments that have a positive social and environmental impact and provide potential for a financial return.
Insurance Explained
My best tip for people trying to mitigate insurance costs begins in the world of car insurance. I recommend taking a defensive driving course. It generally costs $25 and within a few months of taking it you will have saved that $25 on your insurance bill.
Preparing for New York State's Mandated Sexual Harassment Training
Regardless of size, if you are a business operating in New York State you must have a harassment policy that encompasses all types of harassment and you must have your employees complete sexual harassment training.
Missed Budgeting to Buy a Car?
Here is a brief Q & A with Christine where she discusses what you need to know to navigate today’s car market and why she enjoys helping others achieve financial wellness.
Farm Succession Workshop with Saratoga Plan
Megan is looking forward to this Saratoga PLAN event and to sharing her knowledge of Medicaid planning and asset protection with the agriculture community.
#LoveYourLawyerDay
I know it may be hard to believe that you can love your lawyer, but believe me, it is possible.
Senior Scam
Don’t let your loved ones lose their hard earned money and pride. Make sure you talk with your loved ones about this so they can spot the scam.
Ethical Will Seminar and Meditation
The Will does not tell your family how you hope they use what you passed down to them nor does it communicate how you hope your legacy is carried on. This is why we encourage clients to write their own Ethical Will.