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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HOT TOPIC: Antitrust Crackdown Aims to Increase Competition
See how an executive order to curb excessive consolidation of industry might affect consumers, small businesses, investors, and the economy.
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How Well Do You Understand Retirement Plan Rules?
From IRAs to 401(k)s, qualified retirement plans can be complex. This short quiz tests readers’ knowledge of a few of the finer points.
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Real Estate for Income and Diversification
Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more.
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Year-End 2021 Tax Tips
This article outlines various tax-related financial moves to consider before the end of the calendar year.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?