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We help our clients navigate the retirement process. Whether you are in the years prior to retirement, retired, or planning for wealth transfer, we guide clients through difficult financial decisions. Our expertise in investments, tax, and financial planning give us an advantage when compared to traditional advisors.

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The Big Oxmox advised her not to do so, because there were thousands of bad Commas, wild Question Marks and devious Semikoli, but the Little Blind Text didn’t listen.

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Articles

What to Know About 401(k) and IRA Rollovers

Rolling over a 401(k) account when you leave an employer can be a smart move with these important retirement assets. IRA accounts are also an important tool in your retirement savings efforts. From time to time it might make sense to roll an IRA account from one custodian to a new one.  Let’s look at […]

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Do My Investments Need to Change in Retirement?

Retirement is often looked at as a milestone in our lives, and it is. While your investments likely will change in retirement, we are finding that this change is often a bit more gradual than we might have seen in the past for retirees. How you invest once you reach retirement will depend upon a […]

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Investment Commentary & Outlook Q1 2021

After a rocky start in 2020 with the markets hitting their low point in March due largely to the economic disruption of the pandemic, 2020 ended with solid returns in many major stock indexes. The S&P 500 ended the year up 18.4% for the year, the Dow Jones Industrial Average gained 7.3% for the year […]

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Canty Financial Management
20 Church Avenue 
Ballston Spa, NY, 12020
518-885-3230

5129 Castello Drive Suite #1
Naples, FL, 34103
239-435-0090
Michael Canty Memorial Fund
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