Albany Financial Group

80 Wolf Road,

Suite 301
Albany, NY 12205
SECURE Act 2.0

SECURE Act 2.0

The Setting Every Community Up for Retirement Enhancement Act (SECURE Act) was signed into law in late 2019.

Barely three years later, Congress has enhanced the landmark bill with another overhaul of the nation's retirement laws. 

Dubbed SECURE Act 2.0, the bill aims to strengthen the financial safety net by encouraging Americans to save for retirement.

In this video, CERTIFIED FINANCIAL PLANNER™ John Gigliello explains 9 key changes in the retirement laws which could affect you.

Your 2022 Guide to the Markets 

Using the most recent edition of J.P. Morgan Asset Management's Guide to the Markets, Connor Fitzgerald shares his thoughts on the current economic landscape and outlook for 2022, discusses key drivers and trends taking place in the markets and answers questions.

30 Minutes to Savvy Cybersecurity

CERTIFIED FINANCIAL PLANNER™ John Gigliello discusses the 5 threats every business and person faces and how you can protect yourself. Guest Speaker Dave Keib of the Capital Group delivers a mid-year outlook on the economy and markets.

Biden's Tax Proposal:

8 Things You should Know

Today’s tax rates are among the lowest U.S. citizens have experienced since the inception of the federal tax code in 1913. Unfortunately, good times can’t last forever.

Since the election, President Biden had been noticeably mum about raising taxes, but now that he has unveiled his $2.3 trillion infrastructure plan, the focus has shifted back to taxes as the way to pay for at least some of this largesse. In this video, I discuss 8 key proposals and how they could affect your taxes.

The American Rescue Plan : 7 Key Points 

On March 11, 2021, President Biden signed the American Rescue Plan into law. This $1.9 trillion stimulus package aims to help around 158 million households continue to get back on their feet after a year-long struggle with the coronavirus pandemic. This legislation contains many provisions assisting individuals, small businesses, state and local governments and schools, so I wanted to take a moment to highlight the seven most important items of the stimulus package that you should be aware of.

2021 Forecast &

The Light Blue Wave 

CERTIFIED FINANCIAL PLANNER™ John Gigliello of Albany Financial Group talks about the "light blue wave" that has washed over Washington and what that may mean for your accounts and your taxes. 

Guest speaker David Keib of the Capital Group talks about the events of 2020 and the key turning points on the road to recovery in 2021.

Should I stay or Should I go?

What should you do with your retirement money, like a 401(k), 403(b) or similar plan, once you leave your job? A lot of people who come into my office mistakenly think this is an easy choice, but that’s rarely the case. Depending on your particular situation, you may have up to six different options from which to choose.

Every  2 seconds, someone becomes the victim of identity theft.

In this video, I will show you 10 cybersecurity threats individuals and businesses face and how to fight them. After you watch this video, contact us to receive a complimentary copy of our cybersecurity checklist to begin securing your digital life. 

Contact us for a complimentary cybersecurity checklist

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Politics and Investing

Remember that much of we what do as investors is driven by emotion.  What a President or politician decides to enact as a policy is largely out of our control.  What we CAN control is our reaction to the news.  

This video explores historical market performance during election years and outlines 10 reasons to stay the course during this election cycle.

Tax Planning through the Four Stages of Retirement

As a financial planner and an enrolled agent with the U.S. Treasury Department, I've seen many people make mistakes and pay more taxes in retirement than is necessary.

When that happens, it actually makes my job harder because they have less income in retirement and we have to find ways to make their portfolios last.

This video helps break down the jargon and identifies four key areas where tax planning is critical.

Contact us to begin tax planning.

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Because Social Security is too important for guesswork.

Schedule your personalized Social Security analysis.

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Hackproof Your Smartphone

This video discusses 8 things you can do to make your smartphone more secure.

Contact us for a complimentary copy of the 2020 Guide to Cybersecurity

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Estate Planning in the Time of Coronavirus:

If there ever was a time to get your affairs in order, it is now.

Sign up for a complimentary copy of the Legacy Planning Checklist

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The SECURE ACT: New Rules for Retirement