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Professionally dressed man and woman looking at a tablet
Dominique Dragon | May 4, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
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Two men sitting at a table and having a conversation
Dominique Dragon | Apr 27, 2022

How Do I Know if a Financial Professional is the Right Fit?

Finance
Looking for a financial professional? Here are some tips to see if someone is a good fit.
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Dominique Dragon | Apr 20, 2022

Understanding Tax Scams

Tax Planning
Tax scams are likely to increase over the next few months. Here’s how to spot one.
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Elderly woman doing yoga in a park
Dominique Dragon | Apr 13, 2022

The New Normal Retirement

Retirement
There's more to preparing for retirement than just saving. Here's what to consider.
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Parents holding their child's hands. The child is jumping
Dominique Dragon | Apr 6, 2022

Sending Your Kids to College: What Should You Really Expect?

College
As inflation and tuition fees rise, the cost of college is inching out of reach for many.
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Hands holding a small wrapped present
Dominique Dragon | Mar 30, 2022

Charitable Giving: Doing Your Due Diligence

Finance
Tax Planning
Considering donating to a cause? There's a few things you should check first.
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Dominique Dragon | Mar 23, 2022

Thinking of Filing for a Tax Extension? Here's What You Should Know

Tax Planning
If you have any doubts about meeting the tax deadline, you may want to consider filing for an extension.
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Two people having a picnic by a lake
Dominique Dragon | Mar 22, 2022

How do I Start Planning for Retirement?

Retirement
If you haven't started planning for retirement yet, it's not too late.
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How to Handle Water Damage in the Home | CFA Insurance Agency
Dominique Dragon | May 26, 2021

How to Handle Water Damage in the Home

Having water where it's not supposed to be can be one of the biggest threats to your home. Water damage can be caused by many things, including faulty plumbing

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Commercial Umbrella Basics: Part II | CFA Insurance Agency NY
Dominique Dragon | May 19, 2021

Commercial Umbrella Basics: Part II

Recently, we covered the basics of commercial umbrella insurance: What is it, and is it right for your business? This month, we'll get into a few more details

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Small-Business Work Safety Checklist | CFA Insurance Agency NY
Dominique Dragon | May 12, 2021

Small-Business Work Safety Checklist

As a small business owner, you want to keep your business, employees, and customers safe. Whether you're a new business owner or a veteran who just wants to

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Small Biz Decisions: To Incorporate Or Not | CFA Insurance Agency
Dominique Dragon | Apr 28, 2021

The Small Biz Decisions: To Incorporate or Not

Thinking of starting a business? You should know that the way you choose to structure your business for official and tax purposes matters. It can impact how

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Peru NY 12972

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Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. 

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