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Rochester NY 3EZ
100 Meridian Centre Blvd
Ste 315
Rochester, NY 14618-3926
T: 585.274.5000
F: 866.466.8024
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What to do after the loss of a loved one
Losing a loved one can be overwhelming and emotionally draining. And in the wake of that loss, money may be the las...
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Family & Lifestyle
Trusts: vehicles to carry out your legacy
A trust can be a highly useful estate planning vehicle, designed to help you to preserve the wealth you’ve worked d...
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Estate & Giving
Five essential estate planning documents
Estate planning is about crafting a legacy that reflects your values and your life's journey. While a will is often...
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Estate & Giving
Investing: getting started
Investing is an exciting prospect. It’s the opportunity to grow your hard-earned dollars and provide a nest egg for...
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Markets & Investing
Financial planning: the big picture
Throughout your lifetime, you’ll reach key milestones such as buying a new home, having a family, building a busine...
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Retirement & Longevity
Building an emergency fund
A financial setback can be devastating. But building an emergency fund – a cash reserve – can help protect you in t...
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Retirement & Longevity
Building a budget that works for you
A realistic and responsible budget is the bedrock of a financial plan. Building a budget may require close self-exa...
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Retirement & Longevity
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