The Retirement Planning Group Southern Tier

01/14/2026

10/27/2024

My mom and her brother Sid in what I am guessing is 1941 or so, when my mom would have been 13.

10/02/2024

Could Trump have avoided some of his financial struggles with better financial advice and a more diversified investment strategy?

09/29/2024

Trump, during the debate, had not much to say about his economic plan. However, tariffs were featured. Are they a good thing? Read this enlightening article from Advisorpedia.

Know when to hold them, know when to fold them, know when to walk away and know when to run.

09/25/2024

With fall here, we want to remind you that so are we! Whether you need help or have questions, reach out to us anytime. We’re here for you in every season.

What are you most looking forward to this fall? Share in the comments. We would love to hear!

08/30/2024

This Labor Day, we're pausing to say a huge thank you to our incredible clients. Your support and partnership make our work truly rewarding 🙏

In celebration of the holiday, our office will be closed on Monday, September 2, but we'll be back on Tuesday, September 3, ready to assist you.

Wishing you all a Labor Day filled with fun, joy, and relaxation.

08/01/2024

As life expectancies increase, the excitement of living longer also brings new considerations in financial planning. That is why it is important to prepare for a retirement that might last longer than you expect.

There are a variety of strategies that can be employed to ensure income well into a retiree’s golden years, including:

🗓️ Annuities can be an ideal option for some Americans, as they offer regular lifetime income.
📈 In some cases, a person approaching retirement age delay may want to delay taking Social Security, as waiting increases monthly payouts by 8% annually up until age 70.
📈 Additionally, your Social Security allotment is based on your 35 highest-earning years, adjusted for inflation. After 35 years of employment, every additional higher-earning year can cancel out a lower-earning year.

Have questions about your retirement plan? Feel free to reach out to us anytime to discuss how we can help you manage your finances for a longer, more fulfilling retirement.

07/11/2024

We’re halfway through 2024, and it's time for a check-in. Are there goals you're chasing or projects you're passionate about?

Share in the comments, and reach out if we can be of help. Let's make the second half of the year even more impactful!

07/04/2024

Happy Independence Day! As financial advisors, we think there’s no better way to celebrate this day than by sharing an overview of the numbers that shape our celebratory experiences:

🍴$9.5 billion - The estimated amount Americans spent on 4th of July food in 2023 — about $93.34 per person.
🌭 150 million - The number of hot dogs consumed each 4th of July — enough to stretch from D.C. to L.A. more than five times. It’s also the number of American flags sold in the U.S. each.
📺2 million - The number of people who tuned in to watch 2023 Nathan’s Famous International Hot Dog Eating Contest champs Miki Sudo and Joey Chestnut consume 102 hot dogs combined.
🍻$3 billion - The estimated amount of dollars Americans spent on beer and wine for the Fourth of July in 2023. If you partake, just remember to enjoy responsibly!
🎇$2.3 billion - The total U.S. consumers spent on fireworks in 2023.
🚗50.7 million - The number of people who traveled 50+ miles from home for the 4th of July, up 4% from 2022.

Whether your day includes travel, hot dogs and hamburgers, fireworks — or something else entirely — we’re wishing you a day filled with fun and relaxation!

06/24/2024

Wishing you a wonderful summer! ☀️ Whether you're gearing up for relaxation or adventure, remember, we’re here to support you every step of this season.

How are you feeling this summer? Share with an emoji in the comments!

06/16/2024

Today, we send our warmest wishes to each of you, as we collectively pause to honor the father figures who have offered us guidance, wisdom, courage, and love. My father and I worked together for over 20 years as financial advisers! See the picture below for our time as race officials at Watkins Glen, too!

Whether you're celebrating surrounded by loved ones or cherishing memories of times past, we hope your weekend is filled with joy and gratitude.

From all of us, Happy Father’s Day.