September is National Preparedness Month. We thought we’d use it as an opportunity to highlight how you can prepare for your pending retirement date.

While Roth IRA distributions are almost always tax-free, there are times when they can be included in taxable income. We've explained the five-year rules that contribute to Roth IRA tax planning.

The founders of High Falls Advisors envisioned a firm that provided more than traditional investment management. Here's how we keep their integrated service model working for you.

Current tax rates are at historic lows, which means increases may be on the way. Here are five reasons you should be prepared for higher tax rates and how to reduce their impact on your finances.

We’re thrilled to announce that our own Jim Englert will receive the Rochester Business Journal’s Financial Leaders 2023 Lifetime Achievement Award.

While we often recommend converting a traditional IRA to a Roth IRA, there are still many factors to consider. We've outlined some reasons why conversion may not be right for you.