Chris Hull

Just as a gymnast is flexible, her abilities didn’t happen overnight. It takes hard work, dedication, persistence, and sacrifice. These are also the required traits of those working towards financial flexibility...

Confused how to invest? 3 steps: 1) Consider what you value 2) How do you want to spend your time ... 3) Put your investments where these two intersect Your Future. Your Goals. Here For You. (716) 698-8196 [email protected]

Happy New Year! A tip as you set your goals and priorities for the year ahead: Don't get overwhelmed! Decide on one financial action and implement it. ... ~ Increase your retirement savings by 1% ~ Start saving for retirement or college ~ Obtain life insurance ~ Develop a financial plan ~ Set your retirement date with confidence Take action. Don't let our current environment sidetrack you! Your Future. Your Goals. Here For You. (716) 698-8196 [email protected]

Are your retirement savings tax diversified? Looking to retirement, it's important to have flexibility in your withdrawals when it comes to taxes. Plan now. Your Future. Your Goals. Here For You.... (716) 698-8196 [email protected] For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investment Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.

Good news to those who tithe to their church and give to other charities in 2020! The CARES Act allows you to claim a tax deduction for qualified charitable contributions of up to $300 for 2020. This deduction is available to all taxpayers, even if you take the standard deduction! If you already have donated to a charity, be sure to obtain proof when you file your taxes. ... If you intended on donating to charity this year, but haven’t yet, you have until December 31st to do so. Your Future. Your Goals. Here For You. (716) 698-8196 [email protected] For a comprehensive review of your personal situation, always consult with a tax or legal advisor. Neither Cetera Investment Services LLC nor any of its representatives may give legal or tax advice. The charitable entities and/or fundraising opportunities described herein are not endorsed by or affiliated with Cetera Investment Services LLC or its affiliates. Our philanthropic interests are personal to us and are not reviewed, sponsored or approved by Cetera.