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Blogs

Jan 2, 2024

Investors & the Markets: What to Watch Out for in an Election Year

Investments
Finance
Lifestyle
Retirement
Smart investing doesn’t happen in a vacuum. Current events matter, and this year, the 2024 Presidential Elections are taking center stage.
IRS Changes Inheritance Rules: Protecting Your Legacy
Dec 1, 2023

IRS Changes Inheritance Rules: Protecting Your Legacy

Tax Planning
Estate Planning
The IRS recently updated some rules about trusts that could make your heirs accidentally liable for capital gains taxes.
It’s Never Too Late to Save for Retirement
Nov 1, 2023

It’s Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.

About Us

We help people plan for their future lives, while managing the day-to-day necessities of today.

Our Office

100 Madison Street,
Suite 1230,
Syracuse NY  13202

Contact Us

E: cpolka@ae.cadaretgrant.com
P: 860-395-7858
F: 315-836-4751

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Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor, and Member FINRA/SIPC. Libra Asset Management, and Cadaret Grant & Co., Inc. are separate entities.

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