Paperless | OneView | Real Time Wealth Management
(845) 627-8300 |
facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog search brokercheck brokercheck

Our Trip to "Music City"

Our ConnectEd conference was an awesome learning opportunity! Learning how to be a leader from Peyton Manning, to rocking out with Trace Adkins and winning awards. What more could we have asked for?

Read More

All About ERISA

ERISA is an acronym for the Employee Retirement Income Security Act of 1974. ERISA is a federal law that regulates employer-sponsored retirement plans and health plans.

Read More

October 15 Deadline for Correcting IRA Contributions is Almost Here

Are you questioning that IRA contribution you made for 2018? Maybe you made a Roth IRA contribution and then discovered your income was too high. Maybe you made a traditional IRA contribution but you were ineligible due to your age. You may have made a traditional contribution and just changed your mind. You’d rather contribute to a Roth IRA or maybe not contribute at all. There is good news if you act quickly. You can fix these issues by correcting your 2018 IRA contribution by the upcoming October 15, 2019 deadline.

Read More

Back to School with an ESA

The calendar has turned to September and Starbucks is once again selling pumpkin spice lattes. It’s back to school time! We can all agree that education is expensive. If you have children, you know that you cannot afford to miss out on any possible option out there that may help you save. One savings tool that is frequently overlooked is the Coverdell Education Savings Account (ESA).

Read More
Check the background of this firm/advisor on FINRA’s BrokerCheck.