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If you are planning on leaving a financial legacy for your heirs, here is some basic information on transfer taxes. Remember, there are multiple ways to transfer money to another generation; if you need some help with your planning, let me know. kiplinger.com/taxes/tax-plan…

Today, we thank the men and women who have served our country for generations.

Here's to this new year! As 2021 comes to a close, and we begin planning, we are so grateful that we were able to help many of you reach new heights in your business and personal lives--and keep it going through difficult times!

If you know how you want your assets distributed after your death, part of an annual financial checkup should be a beneficiary review. kiplinger.com/retirement/est…

Is a purpose-driven career and workplace important to you? If so, let’s connect! thoroughbredadvisors.com/become-an-advi… #hiring #careerinfinance #financialprofessional

Looking for tax breaks is always great, but consider taking a big picture approach instead and consult with an advisor on a overall financial strategy. fool.com/the-ascent/per…

Are you benefiting from the magic of compound interest? Starting to save for retirement in your 20s can translate to more money for your retirement. nytimes.com/guides/busines…

Wanting a flexible career with opportunity for growth and the ability to make a difference? Get in touch. #Hiring thoroughbredadvisors.com/become-an-advi…

Have you thought about where your income will come from in retirement? As you consider which income stream(s) make the most sense for you, this article can help you familiarize yourself with the options. Reach out with questions. wsj.com/articles/the-c…

Managing taxes in retirement doesn't get any easier, especially once you start taking social security. kiplinger.com/retirement/soc…

Reach out if you're interested in #FinancialServices growth opportunities. We're hiring. thoroughbredadvisors.com/become-an-advi…

No matter what generation, couples have a lot they *should* talk about when it comes to #retirement. See what a Millennial, a Gen X, and a Boomer couple had to say at the F is for Finance channel: natl.life/F-is-for-Finan…

Having a retirement income strategy is just as important as having a retirement savings strategy. If these market fluctuations have you struggling with your retirement income strategy, we can help. hearsay.social/3wD9sif

A new addition to the "team" is a great time to make sure you have the right coverage for everything that comes your way. A financial professional can help ensure you have all the coverage you need for your growing family!

We honor those who have served and continue to fight for our country. Thank you, veteran's, for your bravery and sacrifice 🇺🇸 Take time today to give thanks to all those who have served. #VeteransDay

The Thoroughbred Advisors Latham location has once again become a drop-off station for the donation of toys to the Marine Corps annual Toys for Tots drive for children in need! Stop by, check out the new office and drop off a toy or two between now and December 14th!

Helping you stay focused on your long-term financial plan - especially during market fluctuation – is one of the most jobs of a financial advisor. If you need some help with your plan, let’s talk. bit.ly/3W6v8zo

Leaving an inheritance to your children isn't as straightforward as you might think. If you are planning for the next generation and need help, let's talk. bit.ly/42626kU

Considering purchasing a home? Here's a reference to the financial aspects of home ownership to be aware of. bit.ly/3p2vL14

Your potential long-term care needs are one of those unknowns in life - that's why having a financial plan in place is so important. You can factor those unknown risks into your plan and give yourself some peace of mind. bit.ly/3NwDQ7I