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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Is Your Home Office Also a Tax Shelter?
This article explains which taxpayers are eligible for the home office deduction and describes the two methods used to calculate it.
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New Changes to College Financial Aid and Education Tax Benefits
The Consolidated Appropriations Act, 2021, included several provisions affecting financial aid and education. Learn more.
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Passive, Active, or Both?
Passively managed index funds and actively managed funds can perform differently over different market cycles. Find out more about each.
Calculators
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Long-Term Care Self Insurance
Will you be able to afford nursing home care?
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Retirement Portfolio Lifespan
How Long Will Your Funds Last?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.