Welcome to WAG Albany,
Please use our site to get to know us, access useful calculators, ask us questions, and leave your comments.
We hope that as you work with us, the strategies we introduce will help you become more organized, keep more of your own money, become more secure, and ultimately enjoy an enhanced standard of living.
For a tour of our process via webex or in person, please use the "have a question field" and we will get back to you as soon as we are able.
Strength in Numbers
Does Your Portfolio Fit Your Retirement Lifestyle?
Lifestyle considerations in creating your retirement portfolio.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Learn about a financial asset that can help you build a stronger financial future.
A step-by-step plan to become more financially and emotionally confident can make this year awesome.
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
A collection of tips from professional travelers.
Five strategies for managing your student debt.
Estimate your monthly and annual income from various IRA types.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much you have the potential to earn during your working years.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A special needs trust helps care for a special needs child when you’re gone.
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
What is your plan for health care during retirement?
There are hundreds of ETFs available. Should you invest in them?