Donald C. Reutemann CFP®, RPA, AIF®

(518) 688-2223

 

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Why Regular Rebalancing Makes Sense

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

SECURE Act 2.0: An Overview

The second iteration of the SECURE Act brings forward several changes to the world of retirement.

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A Look at Systematic Withdrawals

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Estimate how much of your Social Security benefit may be considered taxable.

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Safeguard Your Digital Estate

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

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