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

Woman in a suit holding a piece of paper. She is in an office setting.
Cody Albrecht | Aug 31, 2021

Pre-Retirement Preparedness: Planning for Your Career Exit

Retirement
If you’re five to 10 years away from retirement, it’s time to start getting specific about your plans after exiting your career.
Read More
Cody Albrecht | Aug 26, 2021

5 Ways to Safeguard Your Finances Against a Second Wave of Coronavirus

Finance

The Coronavirus pandemic has affected us all in ways that we didn’t anticipate at the start of the year, especially when it comes to our finances. And

Read More
Man cleaning floor in restaurant
Cody Albrecht | Aug 24, 2021

Retiring as a Small Business Owner

Retirement

There are over 30 million small businesses in the United States. Many people start their own businesses in order to become their own boss and take control over

Read More
Yellow Volkswagen van on road in desert
Cody Albrecht | Aug 19, 2021

Using the FIRE Movement to Gain Financial Independence

Retirement
Savings

Many people dream of the day they can leave work behind and start pursuing their lifelong dreams. But for most people, you’ll need to achieve financial

Read More
Elderly person holding a stress ball
Cody Albrecht | Aug 17, 2021

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

Read More
Businessman using a laptop and smartphone
Cody Albrecht | Aug 12, 2021

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

Read More
Young professional women in a meeting
Cody Albrecht | Aug 10, 2021

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

Read More
Vintage white car with tan interior
Cody Albrecht | Aug 5, 2021

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

Read More
Happy elderly couple holding yellow flowers
Cody Albrecht | Aug 3, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

Read More
Happy couple sitting in a park with their dog
Cody Albrecht | Jul 27, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
Read More
Man with glasses leaning against a wall
Cody Albrecht | Jul 22, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
Read More
Group of young professionals in a meeting. They are in a casual office setting
Cody Albrecht | Jul 20, 2021

Money Management 101: Tips for Your Kids Entering the Workforce

Savings
If your kids are starting to enter the workforce, whether it’s a part-time job just for the summer or a full-time job after graduation, it’s essential they know
Read More

Pagination

  • First page « First
  • Previous page ‹ Previous
  • Page 8
  • Page 9
  • Page 10
  • Page 11
  • Page 12
  • Page 13
  • Page 14
  • Current page 15
  • Page 16
  • 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.