Savings Plan Syracuse NY

If you’re like most people, you pay your bills every month in Syracuse and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month.

Anthony Farella
Rockbridge Investment Management, LLC
(315) 671-0588 X222
101 South Salina Street, Suite 400
Syracuse, NY
Expertises
Ongoing Investment Management, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John J. Kenney, CFP®
(315) 671-1831
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Estate Planning, General Financial Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Ms. Gail E. Gardner, CFP®
1511 Westmoreland Ave
Syracuse, NY
Firm
Blue Ocean Strategic Capital, LLC
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Education Planning, General Financial Planning, Government and Military
Key Considerations
Average Net Worth: $500,001 - $1,000,000



Data Provided by:
Strategic Wealth Advisors
(315) 316-2932
211 West Jefferson Street Ste. 22
Syracuse, NY
 
Mr. Brent T Schleicher, CFP®
(315) 425-6337
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA Advisors
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Education Planning, Employee and Employer Plan Benefits, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Peter L. Derrenbacker, CFP®
(315) 434-8800
PO Box 4718
Syracuse, NY
Firm
Northwestern Mutual Financial

Data Provided by:
Mr. Gary T. Kolodziejczyk Sr., CFP®
(315) 701-4448
115 Solar St Ste 100
Syracuse, NY
Firm
Bonadio Financial Services
Areas of Specialization
Investment Management

Data Provided by:
Mr. Kevin C. Riley, CFP®
(315) 422-7096
231 Walton St
Syracuse, NY
Firm
Planned Results Inc

Data Provided by:
Mr. Richard J. Urciuoli, CFP®
(315) 425-0344
344 W Genesee St Ste 300
Syracuse, NY
Firm
Summit Planning Group Inc
Areas of Specialization
Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management, Retirement Income Management, Retirement Planning, Wealth Management

Data Provided by:
Mr. R. Andrew Hagen, CFP®
(315) 425-6344
120 Madison St Ste 1900
Syracuse, NY
Firm
AXA Advisors, LLC
Areas of Specialization
Comprehensive Financial Planning, Investment Management, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Data Provided by:

Savings Plan

If you’re like most people, you pay your bills every month and if there’s anything left over, you put it into savings. The problem with paying yourself last is that there’s usually not a lot left over. So try this instead: Commit to saving a certain amount each month, and make that the first check you write. Better yet, arrange to have an amount automatically transferred from your checking account to a mutual fund each month. If you have a dire emergency you can always take the money out of the mutual fund. But if you make saving really easy and spending somewhat difficult, you’ll be more likely to stick to your savings plan every month.

Then, when the money starts building up, you’ll be so proud of your nest egg that you’ll actually prefer saving to spending. You’ll get more pleasure out of seeing your savings balance grow than you would from having the latest gadget that does little more than separate you from your money. Eventually, you’ll turn the corner from being a spender to a saver—no easy feat in our consumer-oriented culture.

Start by estimating how much you can reasonably save each month. Even if it’s only $25 or $50, you’ll be making progress. The whole idea is to start the transition from a spending mentality to a saving mentality.

Although we are experiencing some very volatile investing times, you will be making investments at a lower cost than a year ago, and will hopefully have some good gains as the market returns.

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