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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Retirement Savings: Traditional, Roth, or Both?
How does a traditional or Roth structure affect your IRA or employer-sponsored retirement plan? And what do their differences mean for older workers?
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Gift vs. Inheritance: Consider the Tax Difference
When deciding whether to gift assets now or transfer them to heirs at death, you need to understand step-up in basis and tax consequences.
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Full House: Adult Children Coming Home
If your adult children have returned to your once-empty nest, these tips might help promote a peaceful and productive living situation.
Calculators
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Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
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Car Affordability
How much can you afford to pay for a car?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.