Blog

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...

Show All

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....