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7070 Murphy Road, Port Leyden, NY 13433

 
Leaving Your Lasting Legacy Questions to Consider When Buying a Vacation Home Dog Bites and Homeowners Insurance Finding the Balance

Understanding Today's Financial Environment

Fraser and Associates understands that many of us face challenges as we prepare for the future. We can help take the mystery out of preparing for tomorrow, today. Whether your goal is preparing for retirement, college savings or estate strategies, our personalized services focus on your financial goals and objectives.

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


Helpful Content

Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

What Is My Current Cash Flow?

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

Medicare vs. Medicaid

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

Assess Life Insurance Needs

How to help determine life insurance needs to provide for your family after you pass away.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

9 Facts About Social Security

There are things about Social Security that might surprise you.

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What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Taxable vs. Tax-Deferred Savings

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

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Can I Refinance My Mortgage?

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

Historical Inflation

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

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5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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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The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

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.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

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