Understanding Today’s Financial Environment
Welcome, I’m Barbara Blas, a financial professional in Kingston, NY. I understand that individuals face unique challenges as they prepare for retirement. I can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses your needs, wants, and financial goals and objectives.
The cornerstone of our practice is wealth accumulation planning for individuals approaching retirement, and retirement income planning for retirees. Our goal is to help you preserve and grow your assets by recommending comprehensive ﬁnancial and retirement strategies that reflect your needs, values and risk tolerance. We are committed to helping you understand your ﬁnancial situation and providing you with high-quality, detailed ﬁnancial information, services, and products to help you achieve your ﬁnancial goals, truly enjoy your retirement, and leave something behind for the ones you love.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Simple steps may help you foil hackers and protect your privacy.
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Get ready to enjoy America’s national park system with this helpful article.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator can help you estimate how much you should be saving for college.
This calculator demonstrates the power of compound interest.
Assess whether you are running “in the black” or “in the red” each month.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
Understanding the cycle of investing may help you avoid easy pitfalls.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Agent Jane Bond is on the case, cracking the code on bonds.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Making the most of surprises is a great reason to work with us.
There are a lot of misconceptions about Social Security. Here’s the truth about three of them.