Higgins Financial Advisors

10/09/2025

Playing Catchup for a more Comfortable Retirement

Only a third of U.S. workers age 50 and older feel they are on track to enjoy a comfortable retirement, but there are opportunities to build substantial savings late in a working career.

05/06/2024

Always great to learn and share ideas with colleagues and friends at The Academy of Preferred Financial Advisors conference, hosted by Kenneth Unger. Topics included a review of the Tax Cuts and Jobs Act (TCJA) that will affect your taxes, income and your portfolio, the advantages of ROTH IRAs and ROTH Conversions, and a review of Secure Act 2.0 changes including inherited IRA rules and changes to 529 plans. Always great information! Gaining knowledge on tax strategies, retirement planning and how to be a better advisor for our clients. Not everything stays in Vegas, so be prepared to learn all about these topics at our next client review meeting!

02/05/2024

Tax Season News and Survival Tips

08/01/2023

Double Up with a Spousal IRA

01/24/2023

Taking Control of your Retirement Savings

09/29/2022

A great couple days in Las Vegas networking with the best financial advisors across the country while in class learning more about 2022 and future tax reduction strategies, estate planning and how to improve office efficiencies with Kenneth Unger and The Academy of Preferred Financial Advisors so that we can be better stewards for our clients. I look forward to sharing this information with our clients at Higgins Financial Advisors. I have been attending the AFPA conferences for the past 6 years…and every time we go, we learn something new!

05/05/2021

5 Tips to Regain Your Retirement Savings Focus

01/18/2021

Our annual market video recaps what drove the markets in 2020.

07/20/2020

New office signs installed at our Fairport location. We are excited to show off our redesigned entrance and training room!

06/22/2020

Higgins Financial Advisors adds new advisor to the Team

GENEVA — Higgins Financial Advisors has hired Katie Higgins, MBA, AIF as a financial advisor.

06/18/2020

Will 2020 bring more market volatility? Here are some tips to deal with market swings.