Judy Ramsey, Financial Advisor, MBA, RICP
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- Judy Ramsey, Financial Advisor, MBA, RICP
Creating financial strategies designed for YOU no matter your circumstances. That’s true for many people in their financial lives. All great questions!
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Mohegan Lake, NY
10547
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Our Story
Medicine, technology, the economy, life in general – our world grows more complex every day. In the midst of increasing change and uncertainty, we’re challenged with making decisions that have a major impact on our lives. And often, we don’t have the expertise or the time or the interest to learn enough to make the best decisions. So, either we depend on experts or we just do the best we can at the time, (not knowing what the ripple effects might be.)
That’s true for many people in their financial lives. They wonder
· What’s the best way to save for our kids’ college, the house we want?
· Should I save for retirement pre-tax (401k, 403b) or after-tax (Roth)?