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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
The earlier you start pursuing financial goals, the better your outcome may be.
It's important to understand how inflation is reported and how it can affect investments.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
This investment account question is vital and answered as early as possible.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Do you have causes that you want to support with donations?
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
What are your options for investing in emerging markets?
Doing your research is key before buying a vacation home.