Continuum Wealth Advisors

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Investment Securities, Financial Planners, Financial Planning Consultants

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(518) 583-4050Call Visit WebsiteVisit Website Map & DirectionsDirections18 Division StSaratoga Springs, NY 12866 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:30 am - 4:00 pm

Continuum Wealth Advisors

Tax Planning
Astute readers and fans of classic rock noticed the allusion to the famous Blue Oyster Cult song, “(Don’t Fear) The Reaper” in the title of this piece. The song deals with embracing the inevitability of death to get on with your life. In a similar vein, shifting your focus regarding taxes can help you enjoy the fruits of your labor and investments. Proper tax planning can help mitigate the impact of taxes on your financial picture, and working with a financial advisor can help identify missed opportunities.

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Places Near Saratoga Springs with Investment Securities

Greenfield Center (7 miles)
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Porter Corners (11 miles)

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Payment method

cash

Other Links

http://www.contwealth.com

https://contwealth.com/contact-us

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Investment Securities, Financial Planners, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Phone: (518) 583-4050

Address: 18 Division St, Saratoga Springs, NY 12866

Website: http://www.contwealth.com

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Continuum Wealth Advisors

Tax Planning
Astute readers and fans of classic rock noticed the allusion to the famous Blue Oyster Cult song, “(Don’t Fear) The Reaper” in the title of this piece. The song deals with embracing the inevitability of death to get on with your life. In a similar vein, shifting your focus regarding taxes can help you enjoy the fruits of your labor and investments. Proper tax planning can help mitigate the impact of taxes on your financial picture, and working with a financial advisor can help identify missed opportunities.
Charitable Giving
For many, the holidays are a time for giving. As the holidays approach we have put together an episode specifically to discuss tax-smart charitable gifting strategies to consider. So if you are feeling charitably inclined this holiday season, and are interested in potentially reducing your tax bill, then be sure to tune in!
Roth IRA
There are many vehicles for saving money, but few are as flexible as a Roth IRA. One can have retirement savings, emergency money, and college savings in one convenient place. Let’s explore these options in more detail.
Income Tax
Failure to meet these stipulations results in ordinary income tax and a 10% penalty on any growth above and beyond the sum of contributions.
Capital Gains Taxes
Money going into a taxable brokerage account is subject to capital gains taxes and dividend taxes. There is potentially a better way.

Investment Management
I earned my Accredited Asset Management Specialist (AAMS) designation from The College for Financial Planning in Jan 2004. I attended Memphis State University in Memphis, Tennessee, and The College of St. Rose in Albany, New York. I am a member of both the Financial Planning Association and the IMCA (Investment Management Consultants Association), and I also hold a Series 66 securities license, and a NYS Life, Accident and Health Insurance license.
Bonds
Wealth Management
I joined Continuum Wealth Advisors in 2021 with over a decade of experience in the wealth management industry. Immediately, I knew this was the place for me. My role here is Chief Investment Officer, where I am responsible for investment research, portfolio oversight, and communication of our strategies. My passion for the market extends beyond working hours, and I am constantly looking to expand my base of knowledge. To that end, I am both a CFA Charterholder and a CMT Charterholder. Those two designations represent many hours of hard work and sacrifice in pursuit of my post-college education. I also hold a Bachelor of Science in Financial Economics from Binghamton University.

Accounting Services

Financial Planning
How does this apply to financial planning? I am a financial planner; I help people create and work toward their goals every day. One of the challenges of financial planning is that people want the “quick” solution. Often it does not exist.
Retirement Planning
Ever wonder how your Cash Balance Pension Plan grows? If so, then tune in to this week's episode of On The Continuum where JT Cox explains how a Cash Balance Pension Plan grows. We use the National Grid pension plan as an example but this information will apply to most plans. So if you have access to a Cash Balance Pension Plan then I encourage you to tune it!
Long Term Care
We can help you create a plan that protects and preserves your wealth using life insurance, disability insurance, and/or long-term care insurance.
Asset Management
Asset allocation may be used in an effort to manage risk and enhance returns. It does not, however, guarantee a profit or protect against loss. Performance of the asset allocation strategies depends on the underlying investments.
Gifting Strategies

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