FPA-NENY Educational Articles

Retirement Investing: Finding the Right Balance Between Growth, Protection

What’s the first thing people look at when they open their investment account statement? Usually their eyes go right to the bottom line, to see how much their shares of stock, or their mutual fund portfolio, or their retirement plan assets, have lost or gained in value.


That’s not surprising, given the inclination of so many people to prioritize higher returns on their investments in the quest to build a larger nest egg for retirement. But there comes a time when the proximity of retirement may dictate a shift in mindset, whereby protecting nest egg assets becomes just as important as growing them.

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Financial Planning Checklist for BABY BOOMERS

Each generation has its own distinct set of financial issues to grapple with — money-related priorities to meet, challenges to overcome, dreams to fulfill and values to act upon. For Baby Boomers, the generation born between 1946 and 1964, many of those issues revolve around retirement.


For them, it’s not only about addressing immediate financial needs but also taking the appropriate planning steps to position themselves for a financially secure next phase of life, whether or not the next phase involves full retirement, continuing to work, or something in between. Add to that concerns about aging parents and “boomerang” adult children, and you get an idea of just how unique and complex financial planning can be for members of the Boomer generation.

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FPA All-Member Media Training Schedule

Hello Members!

I am pleased to tell you that we have solidified our schedule for All-Member Virtual Media Trainings in 2017! These are opportunities for all members, regardless of their location, to join Ben Lewis from FPA National for a quarterly media training. While the trainings are open to all members, any CFP® professional member of FPA who attends one will then qualify to take part in FPA MediaSource, our automated media query system.


The dates of the trainings in 2017 are:


  • Thursday, March 16 from 4 to 5:30 pm ET​​
  • Thursday, June 15 from 4 to 5:30 pm ET
  • Thursday, September 14 from 4 to 5:30 pm ET
  • Thursday, December 14 from 4 to 5:30 pm ET


Anyone wanting to register can simply visit www.OneFPA.org/MediaTraining and click on the date they are interested in.


And a reminder, if your chapter is interested in hosting a media training with me exclusively for your chapter, please let me know. These can be done virtually or in-person. Just let me know if you want to discuss this or want to get something scheduled!

If you have any questions, feel free to contact our PR Director, Adam McNeill at 518.364.7899

Employment Opportunity – Curran Investment Management

Financial Service Representative


Independent Investment Advisor located in Albany, NY is seeking a motivated individual experienced in servicing financial service customers to provide the highest level of personalized service and attention to our clients.  If you have a passion and commitment for providing extraordinary client service and enjoy a small company environment, we could be the company for you.


The Financial Service Representative is the point of contact for personal communication with clients aiding them in all facets of client servicing, including:

  • Addressing their questions and concerns regarding their accounts
  • Develop, communicate and implement plans to meet their financial goals
  • Meet with them on a periodic basis to review their accounts and other financial concerns
  • Handle administrative duties such as opening accounts and disbursing funds
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The Right Time — and the Right Way — to Refinance a Mortgage

Mortgage rates have dropped again, and now you’re wondering, is refinancing your mortgage the right move? And if so, how to go about getting the best refinancing deal? The more you know about the refinancing process, the better equipped you will be to answer these questions for yourself.


That you’re keeping tabs on mortgage rates and considering the refinance option is a good first step, says Michael McKevitt, who brings a unique perspective to the refinance issue as both a licensed mortgage originator (NMLS #876603) and a Certified Financial Plannerat Guillaume & Freckman, a wealth management firm in Palatine, Ill.

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