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As 2023 winds down, consider preparing for a yearly check-in with your financial advisor to start 2024 with your money matters in good shape.

Retirement planning is complicated so many individuals put off saving, thinking that retirement is years away—until it isn’t. One strategy presents a way for some individuals to potentially put away more money for retirement, in a tax-advantaged way.

Looking to get in touch with our office to chat, schedule a meeting, or send important information or documents to us? Find out which communication method is best for your situation.

October is National Cybersecurity Month! We're using this month as an opportunity to share some ways you can stay safe online. 

In this video, managing principal and chief investment officer at Commonwealth Financial Network^®, Brad McMillan, recaps the market and economic news for October 2023.

If you have any questions regarding market conditions, please feel free to contact Weller Group at 315-524-8000.



Thank you,



Jennifer

Financial Advisors at Weller Group LLC offer advisory services through Commonwealth Financial Network®, a Registered Investment Adviser.

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