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Schenectady Financial Planners

Schenectady financial planners are available to assist you with all of your financial needs. If you’re a in a bad spot financially or you just want to save some money to make purchases in the future, a New York financial planner can help you to create the best plan for achieving your goals. You don’t need to wait to contact a Schenectady financial planner; you can find one today who will be able to assist you with all your needs and get you started on the path to financial freedom.

Buying a Home

If you’re looking to purchase one of the beautiful 18th and 19th century colonial homes in Schenectady, then you’re likely to need the services of a financial advisor. Choosing to buy a home in Schenectady, New York is a great move, as it will offer you lots of opportunities for employment as well as recreational activities for your family. If you’re thinking about this kind of purchase, then you need to be thinking about financing options as well as options for a down payment. Working with a Schenectady financial planner will allow you to come up with the best options for financing. These planners are skilled at working with banks and other institutions to secure loans at great rates.

Getting enough money for your down payment may also be a difficult task, but it can be a lot easier if you use the services of Schenectady financial planners. You may actually be able to borrow money from some of your investments to make the down payment on your new NY home. You could use money from your 401k plan to buy the house of your dreams, and a Schenectady adviser can tell you how to do this in the most efficient way. Purchasing your own Schenectady home is a big step, but it’s one that you don’t have to take on your own. If you let a Schenectady financial planner know what you need, you can be on your way to getting a great deal on the home you’ve always wanted.

Purchasing a NY home is also wise because it can help you out with your investment planning. Later in life, you may be able to utilize the equity in your home to help you pay for things such as nursing home cost or the costs associated with assisted living. This can be a big help to you after you retire, as it can provide you with another source of income should you need it. If this is something that might be useful to you in the future, you can speak with retirement planners who can give you advice regarding the pros and cons things like reverse mortgages. Planners can also offer you advice about other ways you can use your Schenectady home as equity to pay for your future expenses.

Paying for Education

Schenectady financial planners and finance planning programs can also help you when it comes to saving money for education. If you’re planning to have children or already have them, then how you’re going to pay for a college education has probably crossed your mind. Putting one child through college is expensive enough on its own, and it gets even more expensive the more children you have. If you begin saving today, you can get a head start on your savings and this can help you to afford high college costs. There are a great deal of amazing colleges and universities in NY, and qualified Schenectady planners will help you to afford them.

You may also want to make plans so that you can afford to engage in more college education yourself. Going back to school and earning a higher degree can do wonders for your career and increase the amount of income you earn in a year. College, however, can be expensive, and it can also take away from the time you have to hold up a job now. If you speak with a Schenectady financial planner about your wishes to return to college, he or she can help you make this dream a reality. You may have to get loans, so that you can afford to pay your bills and support your family while you are still in school. Planners can help you to find the best loans as well as other ways of funding that will allow you to go back to college and earn a higher degree.

Protect Your Assets

As you continue to work and earn money, it’s a good idea to hire Schenectady financial planners who can watch over your money and give you advice on setting up an IRA or Roth IRA. Financial planners in New York can help you set short-term and long-term financial goals and then work with you to attain them. Contact a professional Schenectady financial planner today and start planning your future.

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Financial Planners in Schenectady

Peter Levine, CFP®, ChFC®, CLU®
Peter Levine, CFP®, ChFC®, CLU®
481 8th Avenue
Suite 507
New York, NY 10001

Arden Rodgers, CFA
Arden Rodgers, CFA
765 Amsterdam Ave., Suite #4C
New York, NY 10025

David Warshaw, CFP, CHFC, CLU
David Warshaw, CFP, CHFC, CLU
600 Old Country Road
Suite 305
Garden City, NY 11530

James J. Di Gesu
James J. Di Gesu
5 Becker Rd
Roseland, NJ 07068

PHILIP CAPELL, CFP, JD, MS in Tax
PHILIP CAPELL, CFP, JD, MS in Tax
48 South Service Road
Suite 102
Melville, NY 11747

Peter Gellman
Peter Gellman
320 Raritan Avenue, Suite 302
Highland Park, NJ 08904

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