Winfred Jacob is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at in East Amherst, NY and the surrounding communities.
The recent rise in banks looking to make up for lost revenue caused by tightening credit regulations and a seemingly never ending low rate...
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The role of the US Federal Reserve, referred to most as “the Fed,” and how it determines interest rates remains a mystery for many people. One...
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You have goals for the New Year, things you want to accomplish for yourself or your loved ones, or a cause you want to support. And because...
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It is no secret that college costs have been increasing faster than the rate of inflation for several decades. According to College Board’s “...
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I’ve been thinking a lot recently about financial planning.Now, you’re probably thinking something along the lines of, "As a financial advisor,...
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In today’s economic world cash isn’t king – plastic is! Consumers swipe credit or debit cards for just about everything, including their...
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It is no secret that many of the world’s best investors are contrarians who are known for their ability to think independently and avoid the...
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The excitement starts with an engagement ring. This starts months of planning for the big wedding day. Invitations, dresses, flowers, tuxedos,...
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Most families think about taxes only when they, or a professional tax preparer, sit down to complete their federal, and maybe state, income tax...
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Nothing is more heart-wrenching than to realize that your savings for retirement and your golden years will be fractured because of divorce....
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