Skip to main content
menu

Schedule a Meeting

  
  • Home
  • About
    • Our Story
    • Our Approach
    • Who We Are
  • Our Services
    • Investment Planning
    • Retirement Strategies
    • Estate Conservation
    • Socially Responsible Investing
    • Insurance and annuity products
    • Tax Management
  • Pricing
  • Resources
    • Financial Calculators
    • Blog
  • Renee’s Reality
  • Contact

Blog

Financial Planning
Cody Albrecht | Feb 8, 2022

Suggestions for Long-Term Financial Health

Finance
Savings
Sometimes simple is best. Many of us tend to complicate our financial situation; overthinking our options while ignoring the basics. But like anything else, the
Read More
Finance
Cody Albrecht | Feb 3, 2022

AICPA Highlights 5 Recent Personal Finance Trends

Finance
The American Institute of CPA’s (AICPA) recently published a list of personal finance trends that we should all be concerned about. These trends highlight the
Read More
Diverse colors of candy.
Cody Albrecht | Feb 1, 2022

Why Diversifying Your Portfolio is Important

Investments
If you’re a beginning investor, it’s likely you’re concentrating on building your portfolio.  But as important as it is to build that portfolio, you should also
Read More
Cody Albrecht | Jan 27, 2022

Why Should I Think About Retirement Planning?

Retirement

If you’ve only just begun your career and are starting to collect a decent paycheck, the last thing on your mind is probably retirement planning. When you’re in

Read More
Finance
Cody Albrecht | Jan 25, 2022

Avoiding Bad Financial Decisions

Finance
Managing finances properly is mainly common sense. While we’ve all made financial mistakes, most of those mistakes are easily rectified, particularly when
Read More
Professionally dressed man and woman looking at a tablet
Cody Albrecht | Jan 20, 2022

Why Financial Professionals Are Still Important

Robo Advisors
Finance
With the popularity of robo-advisors, are financial professionals still necessary?
Read More
Savings
Cody Albrecht | Jan 18, 2022

Getting the most out of a 529 Savings Plan

Savings

A college education, while a worthy achievement, does not come cheaply. Forbes has estimated that the price of a college education has increased 8 times faster

Read More
A young man sitting at a desk. There is a calculator and money on the desk, and the man is writing on a chart.
Cody Albrecht | Jan 13, 2022

How Habits can Impact Your Finances

Finance
Unhappy with your current financial situation? Your daily habits may be to blame.
Read More
Stock
Cody Albrecht | Jan 11, 2022

Why Do People Invest in Stocks?

Investments

If you’re still unsure about investing in stocks or have questions on how buying stocks actually works, here are a few quick questions and answers about the

Read More
Finding the Right Financial Advisor
Cody Albrecht | Jan 6, 2022

Finding the Right Financial Advisor

Finance

If you’re ready to start saving towards your financial goals, you may want to consider hiring a financial advisor to guide you through the maze. While robo

Read More
stock
Cody Albrecht | Jan 4, 2022

How to Create a Financial Plan

Finance

Creating a financial plan may seem overwhelming to those that have never completed one, but taking the first steps to creating a plan is much easier than you

Read More
Stock Writing
Cody Albrecht | Dec 30, 2021

Why Financial Literacy is Important

Education
Finance
Being financially literate in today’s economic climate is more important than ever. Understanding finances can help you make better money management decisions
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 7
  • Page 8
  • Page 9
  • Page 10
  • Current page 11
  • Page 12
  • Page 13
  • Page 14
  • Page 15
  • Next page Next ›
  • Last page Last »

About Us

We are a multigenerational investment firm that is dedicated to helping families and businesses navigate an ever-changing financial world. We treat our clients like family and give them the support and personal service they deserve.
845-758-9149
cody@valleyinvestmentplanning.com

Contact us today

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory services offered through J.W. Cole Advisors, Inc. (JWCA). Valley Investment Planning and JWC/JWCA are unaffiliated entities.

For a copy of JWCF’s Form CRS, JWCA’s Form CRS, or JWC’s Disclosure Supplement please click here. By following the link, you consent to receipt of the Form CRS electronically.

Privacy Policy

JWC Financial Disclosures - JWC Advisor Disclosures

© 2025 Valley Investment Planning. All rights reserved.