As we bid farewell to 2024 and welcome 2025, it's the perfect time to reflect on our "Life Goals" and set new resolutions that could enhance

As a seasoned financial professional working with business owners, I’ve seen firsthand the devastating impact of a poorly planned business e

The gem you didn't know about until now Company Description Monarch Wealth Management, LLC is a financial firm located in Brighton, NY....

The gem you didn't know about until now Direct indexing is an investment strategy that lets you replicate the performance of a market...

Spare change is a beautiful thing, but this is a different type of change. The SECURE 2.0 Act, enacted in December 2022, brought exciting...

From Renovation to Rejuvenation: Why Preparedness is the Key to Financial Success. It's the "little" things that matter. Just like a...

The winds of economic change have shifted, and for many of us, that means facing a new reality: high interest rates. Ready or not,...

¡Olé! But Do You Know Why We Celebrate Cinco de Mayo? Fiesta flags, vibrant decorations, and the sounds of mariachi music fill the air –...

If you were to visit my house sometime soon you might think it's still December. Never mind the gray skies, cold weather and bear trees....

The American dream has long been synonymous with small business ownership. Who wouldn't want something they're proud of? From cozy cafes...

🥳 Happy Birthday Leon Cooperman! Just who is Mr. Cooperman you might ask. Not all know him, but regardless if you agree with his outlook...

Rethinking Retirement: Exploring Alternative Investments for a Sustainable Future For as long as many can remember traditional retirement...

Small guys falling down Small Caps Stumble: Is the Dream of Rate Cuts Dead? The party might be over for small and mid-cap stocks. After...

Spending never goes out of style A recent spending spree sends a little shock wave through investors as it spooks them a bit. Stocks Hit...

Ten days left to file or extend. The tax man will find you It's funny how fast April 15th sneaks up on us. The tax deadline looms like a...

Protect benefits for your disabled beneficiary Financial planning for someone with a disability requires careful consideration. A lot of...

S&P 500 Hints at Big Gains Ahead The stock market is off to a roaring start in 2024, and with the S&P 500 on track for its fifth...

Spring break! A time for relaxation, family bonding, and...potentially breaking the bank? Fear not, parents! Here are some creative and...

Elizabeth Cady Stanton: The Spark That Ignited a Movement in Rochester While Elizabeth Cady Stanton wasn't a lifelong resident of...

Clara Barton, a name synonymous with compassion and humanitarian aid, left an indelible mark on both American history and the lives of...