Wealth Strategies from Local Experts
This publication is written exclusively by Rochester-area wealth management professionals. The articles and information contained in this publication are the views of the contributors on the various topics. The information is not intended to be investment, legal or tax advice.
Get Your Affairs in Order
By Kris Dowejko & Steven Telesca, Vice Presidents, Financial Advisors, Sage Rutty & Co., Inc.
2012 Taxpayer Relief Act, what’s in store
By Martin W. O’Toole, Partner, Practice Leader- Trusts and Estates, Harter Secrest & Emery LLP
Planning Strategies for Social Security
By James P. Terwilliger, PhD, CFP, Senior Vice President, Financial Planning Manager, Wealth Strategies Group, Canandaigua National Bank & Trust
Is Long-Term Care Insurance Worth It?
By Elizabeth A. thorley, MS, CFP, CLU, CEO and President, Thorley Wealth Management Inc.
Living in Retirement, Comfortably
By Stephen Krauss, CFA, Senior Wealth Advisor, Tompkins Financial Advisors
What Will Your Exit Day Look Like?
By Justin Stevens, Financial Advisor & Peter O’Keefe CFP, Senior Vice President, Financial avisor, Sage Rutty & Co., Inc.
Elder Law Alert
By R. Thompson Gilman, Esq., Partner, Woods Oviatt Gilman LLP