ARE YOU FINANCIALLY SECURE?
Various stages of life bring forth the same question: “Will I be okay financially?”
At Champlain Wealth Management we can help you confidently answer that question through our financial planning and retirement planning process.
We are a full service wealth management company in Malta serving the Capitol District including Saratoga Springs, Ballston Spa, Niskayuna and Clifton Park, as well as Glens Falls and Queensbury.We are committed to helping individuals and families achieve financial success.
This commitment begins with our wealth management process.
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Newsletters
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Income Investors May Find Closed-End Funds on Sale
Do you know the differences between open-end and closed-end funds? This article compares the two.
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Are Value Stocks Poised for a Comeback?
Do you know the differences between growth and value stocks? Find out why value stocks may hold appeal during the economic recovery.
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Debit or Credit? Pick a Card
Do you know the differences between debit and credit cards? This article discusses both and when it might be better to use a credit card.
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When You Can’t Speak for Yourself
Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Calculators
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Lease Payment
How much would your monthly lease payment be?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.