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Blog

Hand holding a bill with a red "Past Due" stamp on it
Cody Albrecht | Dec 1, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Cody Albrecht | Nov 29, 2022

Top 5 Financial Terms You Should Understand

Finance
Investments

In recent weeks, you may have heard the word recession a lot. You may even have a vague understanding of what a recession is, but would like a better

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Stock Image
Cody Albrecht | Nov 24, 2022

Charitable Giving: How Your Gift Gives Back in Tax Deductions

Finance
Tax Planning

 

There’s no doubt that it feels great to help someone in need through charitable giving. There are more than 1.5 million nonprofit organizations in the

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Cody Albrecht | Nov 22, 2022

Paws and Effect - The annual cost of pet ownership and how to reduce costs

Finance
Lifestyle

There’s a good reason there’s an estimated 74 to 96 million owned cats and 70 to 80 million dogs in the U.S. With wagging tails, slobbery kisses, and little

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Elderly woman and younger woman having a conversation
Cody Albrecht | Nov 17, 2022

Do You Still Need Life Insurance When You Retire?

Insurance

4 Reasons You May Consider Keeping It

When it comes to retaining life insurance in retirement, there are two schools of thought regarding its necessity. The

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Cody Albrecht | Nov 15, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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fair lights in hands
Cody Albrecht | Nov 10, 2022

Preparing for an Early or Unexpected Retirement

Retirement

More Americans are retiring earlier than you might think

Planning for retirement is without a doubt a long-term project that takes years of saving and

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financial professionals
Cody Albrecht | Nov 8, 2022

Personal Liability Protection

Insurance
One of the least understood forms of protection is personal liability insurance; and with its capacity to form an extensive umbrella of financial protection for
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A row of houses along a canal
Cody Albrecht | Nov 5, 2022

Retiring Abroad

Retirement
Lifestyle
Spending your retirement years in a new country can be exciting, so long as you're prepared.
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A crosswalk sign in a city. A red hand on the sign is lit up, signaling people to stop
Cody Albrecht | Oct 28, 2022

Personal Finance Mistakes to Avoid

Finance
Savings
Are you making one of these common financial mistakes? Here are some steps to consider.
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A desk with a laptop, a yellow coffee cup, and a notebook on it. Next to the laptop is a vase filled with white flowers
Cody Albrecht | Oct 20, 2022

Retirement Plan FAQs

Retirement
Investments
Not sure where to start with retirement plans? Here are some common questions.
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Cody Albrecht | Oct 18, 2022

The 2023 Cost-of-Living Adjustment

Retirement
Social Security and SSI benefits are increasing in 2023. Here’s what you need to know.
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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

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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.

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