Jason Mosher is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Sheppard Mosher Independent Wealth in Canandaigua, NY and the surrounding communities.
19 years
7, 6, 63, 65
Sending your children off to college with the values and readiness to handle financial responsibilities is a prodigious step toward their own...
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Two weeks ago, I became the proud uncle of an 11-year old boy at a wonderful celebration where more than 80 foster children found homes in...
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As we approach the Holiday Season, our thoughts of giving usually rise. Whether it be for family and friends or for those in need, or causes...
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A straightforward beginning to thinking about retirement planning is to recognize and accept the inescapable truth that an individual cannot...
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Have you ever struggled to determine when you should sell a stock? If you have, then you are not alone. Most investors focus almost all of...
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Unless you have been on another planet for the past several months, and or years, you know that we are facing difficult financial times. Our...
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You can’t take your money with you, but you sure can determine who will get it and, in some cases, how they will receive it.One item you may...
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Life is good. You love where you live. You’re flourishing at work. Your income is growing, and so, too, is your bank account. Everything, it...
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One way to cut the sting of heavy credit card bills is to set a new agenda when it comes to credit. Consider the following ideas:Set Dates for...
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“October. This is one of the peculiarly dangerous months to speculate in stocks. The others are July, January, September, April, November, May,...
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