Anthony J Accetta Jr. Senior Financial Advisor

10/09/2026

How much more would you have to save for retirement if you owned your home rather than rented? Would it surprise you to learn it might be several times less? Learn more about the relative advantages below.

10/08/2026

Family gifts, charitable giving, everyday spending — they all draw from the same source. Making sure they reflect the same values is where real alignment starts.

A look at how everyday spending, family gifts, and charitable giving can work together to reflect what you care about.

10/08/2026

❓ Medicare or Medicaid... do you know the difference?

Join us for an educational lunch-and-learn as we break down two programs that are often confused but serve very different purposes.

📅 Wednesday, October 14, 2026
🕛 12:00 PM
📍 19 British American Blvd. (East Entrance), Latham, NY
🍽 Lunch Provided

Featuring: • Phil Vacchio, Partner at Herzog Law Firm
• Erin Prendergast, Agency Owner at Grey Legacy, LLC

Topics include: ✅ Medicare & Medicaid eligibility
✅ Long-term care planning strategies
✅ Healthcare cost coverage options
✅ Enrollment considerations
✅ Common misconceptions

Learn how understanding the difference today can help protect your future tomorrow.

10/07/2026

Retirement is the start of your next big adventure. What type of retirement do you dream of? Read more here:

Retirement is one of the greatest adventures you’ll have. Which retirement adventure will you choose?

10/05/2026

Most budgets aren’t blown with a single financial decision, it’s a compound of many unnoticed missteps along the way. Learn how to spend intentionally without giving up the things you enjoy.

Learn how to tell the difference between purchases that reflect your priorities and those driven by habit or pressure.

10/02/2026

Supplementing your Medicare insurance doesn’t have to be confusing. Depending on your situation, you have a variety of options to choose from. Read more here:

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

09/30/2026

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

09/28/2026

We came together as an office on Friday to support the Ronald McDonald House and the fight against childhood cancer at the Italian Fraternal in Mechanicville. It was a night of giving back, raffles, silent auction, and added fun with Bocce and Co****le. If anyone missed the event here is the RMHC link to donate https://ronaldmcdonaldhousealbany.org/. Thank you to all our sponsors, especially David Keib from American Funds. Additional thanks to the silent auction donors Primaloft, Opal Hair & Beauty, Nicole Ambrosio for the handmade Afghan, and all the donations by our colleagues. What a beautiful evening with clients and friends!

09/25/2026

Congress passed SECURE 2.0, a new set of retirement rules to make saving and accessing funds for retirement easier. Check out the major provisions of the law.

09/23/2026

Business owners should consider a succession plan sooner rather than later.