In the realm of taxation, two terms often surface: income tax and capital gains tax. Both are crucial aspects of an individual’s tax obligations. However, these two terms refer to different types of income taxes, each with [...]
When considering retirement savings options, it is paramount to understand the tax treatment of the various types of retirement accounts upon distributions. Traditional IRAs and Roth IRAs each offer unique features and have different tax implications that [...]
February is recognized as Financial Aid Awareness Month, an excellent opportunity for students and families to learn more about the various types of aid available and how to maximize their benefits. Financial aid, whether in the form [...]
A well-planned retirement is not a single event, but a comprehensive strategy built on several interconnected pillars. As we look ahead for 2026 and the years to follow, it's more important than ever to ensure your plan [...]
When people think about retirement, they often imagine years of relaxation and freedom. But for many retirees and pre-retirees, that vision comes with an underlying concern: what happens if the market takes a downturn? Recessions are an [...]
If you’ve spent decades building up your retirement savings in tax-deferred accounts, you may have heard the term Required Minimum Distribution (RMD). But what exactly does it mean for you, and why is it so important to [...]
The Federal Reserve may seem distant or complicated, but its decisions ripple through everything from interest rates to inflation, and that may affect your retirement directly. Let’s explore why the Fed works, why its independence matters, and [...]
Understanding the Shift from Accumulation to Income As a financial advisor, one of the most common questions I hear, especially from clients entering retirement, is: “What should I actually do with these savings I’ve amassed for retirement?” [...]
Most retirees don’t fear market crashes or inflation nearly as much as they fear one very real possibility: running out of money. And yet, many financial plans focus on growing your nest egg, not preserving and distributing [...]
Imagine transitioning into retirement not as a sudden leap but as a gradual, comfortable glide. This approach, known as phased retirement, is gaining popularity. It allows people like you to reduce working hours over time, allowing a [...]
Office Locations:
New York Office1048 State Route 9
Queensbury, NY 12804
Phone – (518) 636-6570
The Barn at Center Hill Road
106 Center Hill Rd
Manchester Center, VT 05255
Phone – (802) 662-2228
Toll Free: (844) 472-1034
Our Email:
Powered by: Simplicity Lone Beacon
Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied. We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
NPN# 430220
Mansfield Financial Strategies, LLC.
Wounded Warrior Project (WWP) began in 2003 as a small, grassroots effort providing simple care and comfort items to the hospital bedsides of the first wounded service members returning home from the conflicts in Iraq and Afghanistan. As their post-service needs evolved, so have our programs and services. Today, through our direct programs in mental health, career counseling, and long-term rehabilitative care, along with our advocacy efforts, we improve the lives of millions of warriors and their families.
CAPTAIN Community Human Services supports and empowers people of all ages to reach their goals of personal growth and self-sufficiency. We strengthen communities.
As a volunteer-driven organization, CAPTAIN CHS strives to be a recognized leader in finding effective solutions to social issues in the communities we serve.
The Nature Conservancy began when leading scientists, committed citizens and dedicated leaders came together with a shared vision to protect and care for nature. Today, as we take on the most complex environmental challenges of our lives, our diverse staff, partners and members impact conservation across more than 70 countries and territories.
The ALS Association is a national non-profit organization that provides support for people with Amyotrophic Lateral Sclerosis (ALS). The organization’s mission is to find a cure for ALS, and to advocate for and empower people affected by ALS to live their lives to the fullest.
The Regional Food Bank is a 501(c)(3) not-for-profit organization that collects donated food from the food industry and distributes it to more than 1,000 partner agencies and programs feeding our neighbors in need throughout 23 counties of northeastern New York. The food provided by the Regional Food Bank helps to feed over 350,000 people each month. In 2023, the Food Bank distributed more than 48 million pounds of food (enough for 40 million meals) to our neighbors in need. The Regional Food Bank is a member of Feeding America, the national network of food banks.
The ASPCA® (American Society for the Prevention of Cruelty to Animals®) has been at the forefront of animal rescue and protection since our founding as the first animal welfare organization in North America in 1866. For more than 150 years, we have been the leading voice in animal welfare, bringing the critical protection of animals to the forefront of society.
