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Protected: Team Member Spotlight: Christie Kezlan

September 1, 2023

Working with a financial advisor

Working with a financial advisor

How Much Money Should You Have Before Getting a Financial Advisor?

July 14, 2023

Couple meets with financial advisor

Couple meets with financial advisor

Do I Need a Tax Advisor or Financial Planner?

July 13, 2023

Analyzing financial risk tolerance

Analyzing financial risk tolerance

Understanding and Managing Your Financial Risk Tolerance: Tips for Building a Financial Plan

July 10, 2023

Videos

2023 Mid-Year Economic & Investment Outlook

August 15, 2023

How to Get the Most Out of Your Social Security Benefits

May 1, 2023

Social Security Maximization

Social Security Maximization

2023 Economic & Investment Outlook

March 15, 2023

2022 Year End Planning Video Screenshot

2022 Year End Planning Video Screenshot

2022 Year End Planning Opportunities

November 18, 2022

Free Guides

Should You Invest in Annuities – 8 Questions to Help You Decide

August 2, 2021

A Guide to Having Enough Money in Retirement

June 30, 2021

Plan Your Retirement Income in 5 Steps

February 23, 2021

Strategies for Coronavirus Market Uncertainty

March 16, 2020

Financial Planning Tools

risk 49 with person

risk 49 with person

Stress Test Your Portfolio

March 29, 2018

chart with other tools

chart with other tools

Create an Investment Plan

March 29, 2018

Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling and Dechtman Wealth Management, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.