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
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Choices for Your 401(k) at a Former Employer
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
When considering life insurance, it's important to understand your options.
An increasing number have been developed to help individuals with their personal finances.
Learn when it may not make sense to file a claim on your home insurance.
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Understanding the value of a home warranty.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Estimate how much you have the potential to earn during your working years.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Here is a quick history of the Federal Reserve and an overview of what it does.
Investors seeking world investments can choose between global and international funds. What's the difference?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
Even low inflation rates can pose a threat to investment returns.
Are Real Estate Investment Trusts right for your portfolio?
What if instead of buying that vacation home, you invested the money?