Western New York Financial Group

10/16/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

10/15/2026

Do you know the ins and outs of charitable giving? It's more complicated than you may think. Learn more now.

This article may help you maximize the benefits of your donation for your chosen charity.

10/13/2026

Are you concerned that you will outlive your money or even worse, become a burden on your children?

Our Managing Partner, Mark Narby, discusses longevity and how we help clients navigate this.

Here’s part 1 of 3 in this video series.

10/12/2026

What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

10/09/2026

What can a fairy tale teach us about goal-setting success? Watch our video and find out.

Do you know how to set up your financial goals for success? This knight does.

10/05/2026

When your dog bites someone, the liability may be covered by your homeowners policy, though there are exceptions.

10/02/2026

We've witnessed firsthand the effects of identity theft on individuals and families. These incidents underscore the need for proactive measures to protect against this pervasive threat.

An article informing readers about the threats of Identity Theft.

10/01/2026

Whether your 65th birthday is on the horizon or decades away, understanding the different parts of Medicare is critical. [Learn More Now]

09/29/2026

Retirement is about more than investments.

🛡️ Social Security
🏥 Medicare
💵 Pensions
🏡 Estate Planning

They all play roles preparing for what comes next.

We help you look at the full picture so you can approach retirement with a plan.

Let’s start the conversation.

09/28/2026

Thinking of volunteering in retirement? Some considerations.

For many, retirement includes contributing their time and talents to an organization in need.