My month-end financial check for Hudson Valley families: the short list I run when a month closes, and the two numbers I never let a household skip.
Written by Peter Guggisberg, Financial Services Representative with Vermont Financial Group of NY (a MassMutual general agency) and the advisor behind Noah's Ark Financial.
Keep reading
How much emergency fund do I need? Not three to six months for everyone. How to size the cushion to your real risk, and where to keep it.
What to do with an inheritance, step by step: why the first move is to do nothing, the accounts that carry tax strings, and how to make the money last.
Should I pay off my mortgage or invest the extra money? The honest framework: why your rate decides it, the four factors that matter, and what comes first.
Your family, your numbers
Thirty minutes with Peter, mapped to your real numbers. Free first call, no pressure, no auto-pitch.
