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Latham, New York 12110 
(518) 867-3210

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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
 

Helpful Content

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

The Big Picture–Little Focus on Big Issues

The Big Picture–Little Focus on Big Issues

If the stock market is hitting record highs, why aren’t money managers feeling the love?

Options When Your CD Matures

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

 

New Trends Redefine Travel

The latest trends in travel reflect a rich menu of exciting new possibilities.

“Dirty Dozen” Tax Scams to Watch For

Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Here’s the Retirement Crystal Ball You’ve Been Waiting For

Making retirement calculations isn’t about perfection; it’s about helping you prepare confidently.

Preparing the Future Generation

Discover why we need to plan the future for future generations today.

How Solid is Your Offensive Line?

As quarterback of your life, here’s a fun way to think about protecting your financial future.

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Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Rightsizing for Retirement

What does your home really cost?

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Should I Invest in Gold?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

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