Mailing Address
300 Corporate Parkway, Suite 216N
Amherst, NY 14226
Physical Address
300 Corporate Parkway, Suite 130N
Amherst, NY 14226
Mailing Address: 300 Corporate Parkway, Suite 216N
Amherst,
NY
14226
Phone:
- 716.842.1993
Fax:
- 716.842.4024
Newsletters
-
Surprise! It’s Retirement Time
Considering some important issues now could provide more options in the event of early retirement.
-
Balancing Life in the Sandwich Generation
The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
-
Could Employee Ownership Be Part of Your Succession Plan?
An employee stock ownership plan is a qualified retirement plan that enables a business owner to gradually transfer ownership shares to employees, setting up opportunities to cash out in the future.
-
Small Business: Coping with the End of De Minimis Imports
Small businesses must now pay duties on low-value goods they could previously source inexpensively from China and elsewhere.
Calculators
-
Retirement Portfolio Lifespan
How Long Will Your Funds Last?
-
Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
-
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.