Flower City Advisory

Maximizing your income is only part of the retirement planning equation. You still need a plan for managing your taxes once you start taking income. Let’s see if an annuity can help your money work harder for you.

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The capital markets experienced increased volatility last week amid concerns over a slowing economy and persistent inflation. Despite this, stocks held steady and approached historic highs. For more key insights, check out our weekly market perspective and let’s talk.

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When it comes to estate planning, give yourself and your family the peace of mind you deserve. Let’s discuss how trusts can help your wealth do what you intend for it to do.

How directed trusts can help meet your estate planning needs | MassMutual Beyond administration, they can help keep your investment philosophy on track.

Clarify what your legacy means to you.
Let’s explore your wealth management options.

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Last week the U.S. labor market was a key focus for investors. While the unemployment rate dropped slightly, the number of new jobs wasn’t quite as high as anticipated. Learn more with our weekly market perspective and let’s talk about any impacts on investing.

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Let’s talk about protecting your family and business from unexpected loss. Reach out. I can help.

What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.

Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.

Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.

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Annuities aren’t just for people turning 65. No matter where you are in your retirement planning process, let’s talk about how a variable annuity can help you grow your assets.

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Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.

Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.

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Personal financial planning impacts your business. What’s your plan and how can we help?

With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.

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Transitioning family wealth starts with knowledge. How can I help you and your family with financial education to leave a multi-generational legacy?

Annuities are commonly used for income, but they can do far more, especially if retirement isn’t an immediate goal. Let’s chat about how a variable annuity can help grow your assets.

As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.

Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.

Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.

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The outcome of the presidential election is looking a bit like a coin flip, which can add uncertainty to market outlooks ahead of the November election. Learn more in our weekly market perspective and let’s talk.

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Which trends shaped the market last week? Check out our weekly market perspective to catch the highlights.

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Life is unpredictable. Let’s talk about your “what happens if…?” questions.

Warm weather, vacations, relaxing with the family. These are the memories that last a lifetime. Let’s talk about navigating preventable challenges to your portfolio to protect these moments for future generations.

Understanding your lifetime income is key to planning for the future. See how it adds up with our income calculator.

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With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions.

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A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.

Business owners: Check your buy-sell agreement | MassMutual The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.

Annuities aren’t just for retirees. If it’s right for you, a variable annuity can be a great method to grow your nest egg if you act while you’re still building your assets. Let’s talk it through.