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At Canty Financial, we take pride in being a fiduciary financial advisor, committed to long-term financial planning relationships. We provide comprehensive financial planning, including tax-efficient investment management and retirement planning, ensuring our clients can enjoy life without financial worries. We seamlessly coordinate their investments, taxes, and retirement plans, instilling relief and confidence with a trusted advisor guiding their well-informed financial decisions. 

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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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Kenneth Diaz

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Human Resources

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Sharing Our Knowledge

Understanding the Tax Implications of Selling Your Primary Home

Whether you're considering selling your home now or in the future, understanding the tax implications of this significant financial decision is crucial. The sale of your primary residence can have various tax consequences, and being informed can help you make the best choices for your financial well-being. This newsletter aims to provide you with valuable […]

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Managing and Understanding Retirement Withdrawals

Retirement planning is a crucial aspect of financial health, and understanding how to manage your retirement withdrawals can make a significant difference in your financial security during your later years. This newsletter will explain the rules regarding when you can begin withdrawing from various retirement accounts, discuss detailed retirement withdrawal strategies, provide updates to required […]

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Market Commentary & Investment Outlook Q1 2024

As we navigate through the first quarter of 2024, the economic and financial landscape presents a unique set of challenges and opportunities for investors. Drawing from our analysis of recent market developments and forecasts, here's our investment commentary and rationale for our latest rebalance. Economic Resilience and Soft Landing Scenario The U.S. economy has shown […]

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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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