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Monday, June 10, 2024

Since you never know when a disaster may strike causing severe damage and disruption to your business operations, it is important to expect the unexpected and manage your risks accordingly.

Monday, June 3, 2024

A solid financial plan for small businesses is vital, and part of that financial plan should be insurance. Insurance is essential to preserve small businesses, cover their assets, and safeguard their employees. Here are some types of ins...

Monday, May 20, 2024

Even if you are already retired, it doesn't mean you should stop trying to grow your savings. Below are some investment options you might want to consider to make sure your income keeps on growing during retirement.

Monday, May 13, 2024

To maintain good physical health, most people must exercise regularly, eat a balanced diet, and keep stress to a minimum. Achieving financial wellness is no different.

Saturday, May 4, 2024

Some high earners have conquered the rat race but they also generally enjoy being in the workforce. But they also may find it increasingly difficult to stay motivated and challenged...

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Tuesday, April 30, 2024

Having a small business or side hustle can be a great way to increase your income. Even though the old saying goes, "It takes money to make money," what if you just don't have the extra cash on hand to put things in motion?

Monday, April 29, 2024

Regardless of the business's size, small business owners have 401(k) retirement savings plan options that may be suitable for their situation. Business owners must plan for retirement by utilizing retirement savings vehicles that may pro...

Monday, April 22, 2024

The journey to prosperity involves more than just a high income. It requires strategic planning, wise investment decisions, and a keen understanding of your financial landscape. On Financial Professional Day, explore how working with a...

Monday, April 15, 2024

Tax filing can be stressful because of its complexities and the financial responsibility of owing taxes without having an emergency fund, or money put aside for this occasion. We wanted to share eight tips that may help you mitigate some...

Tuesday, April 9, 2024

Your quarterly statements from LPL Financial provide a clear, comprehensive view of your investments and account activity. Here's a helpful guide to decipher all the info.

Monday, April 8, 2024

April is National Financial Literacy Month – an entire month dedicated to underscoring the importance of learning, establishing and maintaining healthy financial habits. But ask yourself this: what have you learned about anything financ...

Monday, April 1, 2024

April Fool's Day is celebrated around the world, with people playing practical jokes on each other in a lighthearted and playful way. However, there are times when jokes and hoaxes can have real-world consequences, particularly in the world

Tuesday, March 19, 2024

Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter...

Tuesday, March 12, 2024

Spring can be a fantastic time to refresh your retirement plan and savings habits. With 2023 bringing increased limits for 401(k)s, individual retirement accounts (IRAs), Health Savings Accounts (HSAs), and other tax-advantaged accounts...

Friday, March 8, 2024

It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affect you personally. Even so, it's important to consider the potential impact of taxes when making many types of financ...

Tuesday, March 5, 2024

Families with childcare expenses know how difficult it can be in a world of increased inflation, rising cost of living, and minimal wage increases. To help families cope with child and dependent care costs, a new bill, known as...

Sunday, October 1, 2023

Todd Slingerland was recently quoted in financial articles for major news outlets:   https://www.msn...

Monday, September 25, 2023

There are companies that will promise to find abandoned funds for you. Please note that each state has an abandoned property, known as escheatment, department. Look for it on your state government website. It may be part of...

Friday, September 1, 2023

Looking ahead: After a summer of fun, September is a time to get back to school, back to business. It's also an important time to review your finances: September is Life Insurance Awareness Month. Mark your calendar and...

Friday, August 4, 2023

LPL's Research Department has published its Midyear Outlook. Click here, or visit the LPL tab under "Research" for more information: MIDYEAR OUTLOOK

Tuesday, July 4, 2023

Have You Heard of Voice Cloning? If someone calls you and says, "Can you hear me?" - do not answer "yes".  The recording of your voice can be used to open credit cards, loans, and other obligations using your data and the...

Friday, June 30, 2023

EDUCATE YOURSELF AGAINST COMMON FRAUD ATTEMPTS: Periodically, we post educational information about common fraud attempts/scams. *Please be mindful of any "pop ups" on your computer claiming to be Microsoft, Apple, McAfee or...

Saturday, May 6, 2023

WealthOne (f/k/a Capital Financial Planning) celebrated our 20th anniversary on 5/5/23.  With extreme gratitude to our clients, advisors, and associates, we are honored to celebrate the 20th anniversary of our firm on May 5,...

Friday, April 14, 2023

Have you ever heard of check washing? Check washing is an identity theft scam whereby a fraudster will use chemicals to remove the payee name and amount on a check they have stolen and replace the information in order to cash the check...

Wednesday, March 15, 2023

A case of local fraud: Local to the Capital District, a fraudster was targeting elderly persons stating he was from city code enforcement and that there would be significant fines if the homeowner did not immediately pay thousands of...

Wednesday, February 15, 2023

Dear Clients: Protecting your personal identification and financial information is important toward the prevention of theft and scams. Periodically, we put information on common scams on the News section of our website, www...

Tuesday, July 12, 2022

We are thrilled to share the news that Adam Neary, Principal of WealthOne has been named National Man of the Year by the Leukemia and Lymphoma Society on July 12, 2022, for being the top fundraiser, raising $1,095,692 during this...

Saturday, July 2, 2022

Periodically, we like to provide some education regarding fraud trends.  It is important to protect your personal data such as account numbers, social security numbers, drivers license number, credit card numbers, etc. It is...

Thursday, June 30, 2022

We are pleased to announce that Adam Neary was named the Leukemia and Lymphoma Society 2022 Man of the Year for the Upstate NY/VT territory for leading a team of volunteers to fundraise toward research and a cure for blood cancers....

Sunday, July 4, 2021

We proudly rebranded our firm with a new name: WealthOne. Bringing you fresh perspectives while maintaining our proud client service traditions, we are pleased to offer a wide range of wealth management services. You will soon see a...

Saturday, January 4, 2020

Dear Clients: This is a very important reminder about protecting your personal data: Protect your user id and passwords at all times and do not share them with others. Financial institutions do not need to access your computer....