Donald C. Reutemann CFP®, RPA, AIF®

(518) 612-1054

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

 

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How Retirement Spending Changes With Time

It can be difficult for clients to imagine how much they’ll spend in retirement. This short, insightful article is useful.

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Without your knowing, your investment portfolio could be off-kilter.

SECURE Act 2.0: An Overview

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This calculator compares the net gain of a taxable investment versus a tax-favored one.

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Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Understanding the cycle of investing may help you avoid easy pitfalls.

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

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