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Understanding Today’s Financial Environment

Welcome, we’re Financial Quest, a financial organization in Baldwinsville, NY. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Helpful Content

How Does Your Credit Score Compare?

How Does Your Credit Score Compare?

Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.

Are Alternative Investments Right for You?

Are Alternative Investments Right for You?

With alternative investments, it’s critical to sort through the complexity.

Bridging the Confidence Gap

Bridging the Confidence Gap

In the world of finance, the effects of the "confidence gap" can be especially apparent.

 

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Do You Owe The AMT?

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.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

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Paying Off a Credit Card

Enter various payment options and determine how long it may take to pay off a credit card.

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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