Skip to main content
menu
  • Home
  • About
    • Our Team
    • Who We Serve
  • Services
  • Claims & Billing
  • Blog
  • Contact

Blog

Hand holding a house key
Dominique Dragon | May 17, 2023

Is a Reverse Mortgage a Smart Path to Extra Retirement Cash Flow?

Retirement
If you’re over the age of 62 and in need of some extra cash flow in your retirement, you may be considering a reverse mortgage. Borrowing money from your home
Read More
Happy couple sitting in a park with their dog
Dominique Dragon | May 10, 2023

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Man with glasses leaning against a wall
Dominique Dragon | May 3, 2023

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
Senior couple in a meeting with a financial professional
Dominique Dragon | Apr 26, 2023

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
Row of townhomes
Dominique Dragon | Apr 19, 2023

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Woman in grad cap and gown sitting on stairs and smiling. She's wearing a ribbon that says Doctor of Medicine
Dominique Dragon | Apr 12, 2023

The Pros and Cons of Investing in a 529 Plan for College

College
Savings
One of the best ways to prepare for the cost of college is to start saving early. Here are some pros and cons of a 529 savings plan to consider.
Read More
Man sitting at a long table in front of a window. He is looking at his phone.
Dominique Dragon | Apr 5, 2023

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More
Woman writing in a paper planner with a pen
Dominique Dragon | Mar 29, 2023

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Read More
Businesswoman looking at her phone
Dominique Dragon | Mar 22, 2023

The Pros and Cons of Investment Apps

Investments
Technology
Not all investing apps are equal, and depending on your goals it may be better to work with a financial professional instead of an algorithm.
Read More
Elderly man and woman laughing. The man is holding a map, and the woman is wearing a backpack. They look like they are travelling.
Dominique Dragon | Mar 15, 2023

Living the Dream: How to Plan for Your Ideal Retirement

Retirement
The most important thing about retirement is doing what makes you happy. What would you do with your time if you weren’t working 40 hours every week?
Read More
Man and woman shaking hands over a desk. On the desk is a laptop and a coffee cup.
Dominique Dragon | Mar 8, 2023

More than Finances: The Benefits of Holistic Advice from Financial Professionals

Finance
When thinking about our physical health, it’s common to take a holistic approach. So why don’t we approach our financial health the same way?
Read More
Toddler standing at the bottom of a stone staircase
Dominique Dragon | Mar 1, 2023

Investment Strategy: Where You Are Now vs. Where You're Headed

Investments
A gap analysis can help you see if you’re still on track to pursue your financial goals.
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Current page 6
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Next page Next ›
  • Last page Last »

Office

686 Bear Swamp Rd.
PO Box 965
Peru NY 12972

Contact Info

Phone: 518-643-7946
Fax: 518-643-8136

Company Directory

 

Get in Touch

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. 

This communication is strictly intended for individuals residing in the states of CA, FL, MO, NC, NM, NV, NY, TX, VA, VT & WA. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Osaic Wealth Form CRS

© 2025 CFA Insurance Agency, LLC. All rights reserved.