TEAM PHOTO: Presenting at the Sustainable Business Roundtable
JD Hartman | Managing Partner
350 Essjay Road, Ste.300
Williamsville,
NY
14221
Phone:
- (716) 626-2509
TEAM PHOTO: Presenting at the Sustainable Business Roundtable... Read More
Newsletters
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Life Insurance with Long-Term Care Benefits
Concerned about the costs of long-term care? Discover two strategies that combine life insurance coverage with LTC benefits.
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Risk Tolerance: Stress-Test Your Portfolio…and Yourself
Do you know your personal tolerance for market risk? Here are three key questions that may help you find out.
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Taming Investment Taxes
Do you know how investments are taxed and which strategies can help improve a portfolio’s tax efficiency?
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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
Calculators
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?