Ready? Set. Retire!

Are you ready to retire? Do you still have questions? Have you covered all your bases? This complimentary seminar will cover all forms of retirement planning. Register today to develop your roadmap to retirement.

Date: November 9th
Time: 9:30 AM
Where: 305 Spindrift Dr, Williamsville NY, 14221

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We look forward to you joining our family

Book Your Appointment Now.

Taxes / Planning / Beneficial Ownership Information(BOI)

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See our EG Tax Weekly Tax Tips!!

IF you need extra money to beat inflation you could always sell your personal items. IF they are sold at a loss the money you receive for it is tax free. Ex - You sell an old swing set that you purchased for $1,500 10 years ago for $200, than that $200 is tax free.

See more Tax Tips >>

Listen every Saturday at 3pm on WBEN or www.wben.com

 

 

 

High yield savings and CD rates as of 7/24/2024

Savings accounts (these have no specific term....can change yield anytime they want)

FORBRIGHT BANK 5.3%
JENIUS BANK  5.25%

C.D.'S  (You are committed to term...and they are committed to yield...)
BMO  4.75% 5 YEAR CD
BMO  5.05% 1 YEAR CD
SALLIMAE  5.15% 1 YEAR CD
1ST NATIONAL BANK  4.5% CD 5 YEAR
*CD rates Change Daily