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.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
Where Will Your Retirement Money Come From?
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Even low inflation rates over an extended period of time can impact your finances in retirement.
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
What kind of auto insurance should you have? Do you know?
Tips on insuring your teen driver.
Life insurance proceeds are generally tax-free. But not in all cases.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about what risk tolerance really means in this helpful and insightful video.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
It's easy to let investments accumulate like old receipts in a junk drawer.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How will you weather the ups and downs of the business cycle?
Here’s a crash course on saving for college.