When divorce, death of a loved one, retirement or a financial windfall occurs, your standard of living will change. Most spouses know little about family finances beyond the routine, day-to-day matters. No one should be ignorant about money, how it is spent, where it is kept, how it is invested, or how it is owned. Ignorance will leave you vulnerable or in trouble.


Below are links to helpful articles
on the AARP web site

Allocating Your Money to Meet Your Goals

Pay off Debt or Save for Retirement

Do You Need Professional Financial Help?

Inheritance Tips


Ann Wolfson Associates
White House, 7030 E. Genesee St.
Fayetteville, NY 13066
315-449-4730
Email: wolfsoa1@ae.cadaretgrant.com
Securities offered through Cadaret Grant & Co. Inc. Member NASD/SIPC 4769 Buckley Road Liverpool, NY (315) 451-5885