Watch this video on sustainable responsible investing:
JD Hartman | Managing Partner
350 Essjay Road, Ste.300
Williamsville,
NY
14221
Phone:
- (716) 626-2509
Watch this video on sustainable responsible investing:
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Newsletters
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Bridging the Gap Between Retirement and Medicare Eligibility
See three options that may help you bridge the health insurance coverage gap between retirement and Medicare eligibility.
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Trusts Offer More Than Estate Tax Protection
Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.
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IPOs: Consider the Risks Behind the Hype
Discover why it might be worth waiting for a record of financial results before investing in an initial public offering.
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Taking a Team Approach to Retirement Savings
Even if you and your spouse have separate retirement accounts, you may still be able to craft a unified savings and investment strategy.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.