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Financial Services Video Series - Socially Responsible Investing
In this episode, Jason Tabor, CFP® discusses Socially Responsible Investing. LISTEN NOW Jason meets with clients in the Oneonta and Cooperstown offices. To schedule an introductory conversation in the Oneonta office please call...
Read More401(k) Wisdom: Three Vets of the Business Help Cut the Learning Curve
New fiduciary rules have made the 401(k) space increasingly intimidating for advisors. Recently, Tunia Mycyk, Director at AssetMark Retirement Services, spoke with several 401(k) adopters to discuss how they have overcome this obstacle...
Read MoreRichard A Romer, CPA, LLC Merges with Allied Financial Partners
Tette, Ingersoll & Co. CPAs, PC, a division of Allied Financial Partners, is pleased to announce its merger with Richard A Romer, CPA LLC, in order to grow its services and capabilities. Richard A Romer has over 50 years of experience...
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Allied Financial Partners Announces Promotion of Four Employees
The partners of Allied Financial Partners are pleased to announce the promotions of four dedicated employees. Tette, Ingersoll & Co., CPAs, PC, the accounting division of Allied Financial Partners, promoted Justin Bentley, CPA to...
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Sarah Gordnier Joins Allied Financial Partners as Administrative Assistant
The partners of Allied Financial Partners are pleased to welcome Sarah Gordnier who joins the administrative team working out of both the Rochester and Victor office locations. Gordnier holds a Bachelor of Science in Sociology from...
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5 Benefits of Working in Retirement
Mental Benefits Working during retirement helps maintain mental agility as you learn new skills. Staying engaged in work helps build "mental muscle," which can lessen the risk of developing dementia and Alzheimers and ward of the signs...
Read MoreAssess Your Life Insurance Needs
If your family relies on your income, it’s critical to consider having enough life insurance to provide for them after you pass away. But too often, life insurance is an overlooked aspect of personal finances. In fact, according...
Read MoreDigging Into The Farm Laborers Fair Labor Practices Act
The Farm Laborers Fair Labor Practices Act was signed into law in New York State by Gov. Cuomo on July 17, and no matter how you feel about the changes enacted, the time to prepare for its January 1, 2020 effective date is now. While...
Read MoreTraditional vs. Roth IRAs
Traditional IRAs, which were created in 1974, are owned by roughly 35.1 million U.S. households. And Roth IRAs, created as part of the Taxpayer Relief Act in 1997, are owned by nearly 24.9 million households.1 Both are IRAs. And yet...
Read MoreTIME VALUE OF MONEY: Why It Matters
Itʼs been a little while, but if youʼve been reading along with the last few newsletters you know that we set out to cover three important basic financial concepts. Thus far, we discussed ʻsimple versus compound interestʼ and...
Read MoreDefined: Active versus Passive Investing
It’s been a challenging few months in the domestic securities markets, it’s been worse abroad. We can all debate about the genesis of this turmoil, but that’s not the intent of this commentary. Instead, it’s...
Read MoreGuidelines for 1099 Contractors
For employers, differentiating the relationship between a 1099 Independent Contractor and an employee can be challenging. This is most commonly due to employers misunderstanding the difference between the two. Whether the relationship...
Read MoreA Note About Risk
Not long ago, I attended an investment conference where Dr. David Kelly, the Chief Global Strategist and head of the Global Market Insights Strategy Team for JP Morgan was speaking. He provided some truly insightful thoughts –...
Read MoreBunching Charitable Donations – Will it reduce my taxes?
Under the new tax law, starting in 2018, many people will be able to take advantage of the increased standard deduction instead of itemizing their state and local taxes, mortgage interest, donations, etc. What if you are a borderline...
Read MoreSAVE EARLY, SAVE OFTEN TO “COMPOUND” SUCCESS
You’ve heard the saying “save early, save often.” Sure, it’s a cliché, but like many clichés it is borne of real world experiences. In this article, I’d like to explore WHY saving early and...
Read MoreHighlight of Significant Changes From The Tax Cuts & Jobs Act Of 2017
In December 2017, the President signed into law the Tax Cuts and Jobs Act (“Tax Act” or “Act”), which introduces the most significant changes to the U.S. tax system since 1986. With a few exceptions, the tax...
Read MoreAccounting Standards Update 2016-14 Provisions Become Effective For Year Ends
For Year Ends Beginning After December 15, 2017 ASU 2016-14: Not-for-Profit Entities In August, 2016, the Financial Accounting Standards Board issued Accounting Standards Update (ASU) 2016-14, affecting accounting and related financial...
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