Monthly Stat Bank: July

CenterBridge Planning Group, based in Syracuse, New York, is pleased to provide its clients with a monthly summary of interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.  This stat bank is generated...

Monthly Stat Bank: June

Generated each month from the Journal of Financial Planning, below are some interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.  We hope you enjoy. CenterBridge Planning Group offers more than...

Monthly Stat Bank: May

Generated each month from the Journal of Financial Planning, below are some interesting numbers related to retirement planning, saving & spending, investor behaviors & market perspective.  We hope you enjoy. CenterBridge Planning Group offers more than...
A Different Perspective on Your NCAA Brackets

A Different Perspective on Your NCAA Brackets

Paying for college is NO SLAM DUNK.  We help make sure you have a game plan to reach your family’s college savings goals. Source: The College Board, collegeboard.com  Total charges for four years include out of state resident tuition, fees, room and board for the...
Year-End Financial Planning Checklist

Year-End Financial Planning Checklist

As 2017 draws to a close, it’s time to begin organizing your finances for the new year. To help you get started, we’ve put together a list of key planning topics to consider. Savings and investments Revisit your retirement contributions. Review how much you’re...
Should You Pay Off Your Mortgage?

Should You Pay Off Your Mortgage?

After years of dutiful payments, you find yourself in the enviable position of having enough accumulated savings or discretionary income that you could aggressively pay down—or completely pay off—your mortgage. But should you? Are there better ways to ensure your...