Bradley Harte at Harte Solutions

Bradley Harte at Harte Solutions As a Financial Planner, I specialize in financial planning services for a fee. The availability of other products varies by carrier and state. EEO IS THE LAW.
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Licensed to sell Health insurance in the following state(s): NY
Licensed to sell Life insurance in the following state(s): NY

"Prudential Advisors” is a brand name of The Prudential Insurance Company of America and its subsidiaries. Life insurance and annuities are issued by The Prudential Insurance Company of America, Newark, NJ, and its affiliates. All are Prudential Financial companies and eac

h is solely responsible for its own financial condition and contractual obligations. Prudential is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, s*x, s*xual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law. The Prudential Insurance Company of America, Newark, NJ and its affiliates. Prudential is an Employer that participates in E-Verify.

06/03/2026

A Crummey power is a provision in a trust that permits specified trust beneficiaries to withdraw gifts

06/02/2026

You may be able to claim a tax credit for expenses you paid to adopt a child. In 2026, you can claim an adoption tax credit of up to $17,670 (up from $17,280 in 2025) of qualified adoption expenses per eligible child (including a child with special needs). Use IRS Form 8839 to claim the credit.

06/01/2026
06/01/2026

Income shifting (also known as income splitting) may be defined as dividing income among taxpayers in a way that lowers the overall tax burden imposed on the income. Typically, income is shifted from higher bracket taxpayers to ones in lower tax brackets. Mathematically, you can describe the overall...

05/31/2026

Find out why unit investment trusts have become more popular as an investment vehicle.

05/30/2026

The Economic Growth and Tax Relief Reconciliation Act of2001 made significant changes to IRAs and retirement plans. One provision ofthe act allows some low- and middle-income taxpayers to claim a partial,nonrefundable income tax credit (the "saver's credit") for contributing tocertain tax-deferred r...

05/29/2026

A 401(k) wraparound plan is a nonqualified deferred compensation (NQDC) plan that supplements or "wraps around" the already existing tax-qualified 401(k) plan that you offer to your employees. It also allows both you and your employees to make contributions that exceed the limits imposed on contribu...

05/28/2026

A new comparability plan is a qualified profit-sharingplan that can have more substantial contributions for favored employees(usually higher-paid workers and key employees). With this type of plan,contributions are not allocated strictly as a percentage of compensation.Instead, by dividing up plan p...

05/27/2026

This alert explains the types of tariffs that are still in play and their potential economic impact.

05/26/2026

Here is a list of tasks that may need to be completed upon the death of a family member.

Address

274 West Main Street Suite 3
Malone, NY
12953

Telephone

+15185243661

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