Carol Schmeiser, ChFC® and Courtney Arria, CFP® were featured in the Dollars and Sense article of the January 2019 edition of the Syracuse Woman Magazine. ...
Carol Schmeiser, ChFC® was quoted in the December 2018/January 2019 edition of the 55 Plus magazine in an article discussing donating to charities. http://www.cny55.com/wordpress/features/checking-out-charities/
Over my 34 years in the financial services industry I have witnessed many trends driven by demographics. The latest trend involves moving out of a longtime residence to a continuing care retirement community (CCRC). It is becoming popular because a CCRC offers their...
Dying intestate (without a will) leaves your heirs with a potential mess. And yet, 64% of Americans die without one, says a recent Harris Interactive poll for RocketLawyer, a legal website. The number one reason people haven’t created a will is that they haven’t...
