Ivy Ridge Asset Management, LLC

Certified Financial Planner

Focusing on Retirement Income & Tax Planning

  1. Tax Planning Tips & Tricks For Small Business Owners

    If you own a small business, you may be planning ahead when it comes to your company’s taxes. While some small business owners ignore tax planning until they have a scheduled appointment with their certified public accountant, proper tax planning should really be an ongoing process. At Ivy Ridge Asset Management in Rhinebeck, we’re proud to be a leading provider of tax planning and financial …Read More

  2. Top 5 Financial Planning Tips For College

    While college is an exciting time for incoming students, parents often worry about the financial burden of paying for their children’s college education. In many cases, college debt turns into a long-term financial burden for students and parents alike. At Ivy Ridge Asset Management in Rhinebeck, our financial advisors have helped hundreds of families prepare for their children’s college educ…Read More

  3. 5 Retirement Planning Tips For Young Professionals

    Many young professionals feel they’re already savvy with money management if they avoid credit card debt and pay every bill on-time. While these are great financial habits to establish early on, it’s never too early to start planning for retirement. At Ivy Ridge Asset Management, we’ve helped hundreds of New York residents successfully map out their retirement plans. While there are a varie…Read More

  4. 8 Reasons You Should Hire A Financial Planner In 2017

    If you want to grab your finances by the horns in 2017, hiring a financial planner to help you manage your portfolio and other assets can be extremely beneficial to your stress levels and your wallet. Have you ever actually sat down to calculate how much your time is worth? If you spend hours sorting through your portfolio and income taxes every month, consider hiring a financial advisor. They’…Read More

  5. Preparing To Meet Your Estate Planner, Part 2

    At Ivy Ridge Asset Management, we understand that preparing to meet with an estate planner can be intimidating, especially if you’re unsure of what to expect. In part one of this series, we discussed the benefits of outlining your net worth statement and beneficiaries before meeting with an estate planner. In part two, we’ll discuss a few more critical components to consider before meeting wit…Read More

  6. Dividend Growth Is The Hidden Key

    But there’s one feature of the stocks we want to use we haven’t discussed yet, and it is the hidden key to the Single Best Investment. A moment’s reflection will confirm for you that this is an absolutely powerful secret, and yet there are very few investors actually using it. If this were not the case, if this factor were in widespread use, you would see a nation of happy investors whistli…Read More

  7. Go For Dividend Growth, Not Yield

    Charles B. Carlson, CFA Contributing Editor, Dow Theory Forecasts Whether you receive your dividends in cash or reinvest them to buy additional shares, you should care more about a company's dividend growth than its current yield. A stock's dividend yield is found by dividing the 12-month dividend rate by the stock price. For example, a stock with a price of $20 per share that pays a dividend of…Read More

  8. Preparing To Meet Your Estate Planner, Part 1

    If you’re considering hiring an estate planner to assist in your estate finances, it’s important to know what to expect before meeting with them. While it’s common for homeowners to want to delay this task, spending a little time now to address the subject could provide serious wealth savings for you in the future. At Ivy Ridge Asset Management in Rhinebeck, our experienced financial advisor…Read More

  9. Why Hiring A Financial Advisor Can Help Your Portfolio

    Making long-term decisions about money can be challenging, and more often than not, a little scary. Many people in Rhinebeck turn to experienced financial advisors to help them navigate financial decisions, and at Ivy Ridge Asset Management, that’s exactly what we do. Advisors can help you make informed decisions by understanding your unique financial goals and recommending smart solutions to e…Read More

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