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Blog

Mother and child working on a laptop together
Cody Albrecht | Jun 30, 2022

Should You Prioritize Retirement Savings over College Savings?

Retirement
College
College and retirement require serious savings. Is it possible to save for both?
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bankruptcy
Cody Albrecht | Jun 28, 2022

Bankruptcy Basics

Finance
Risk Management

While never an easy decision, filing bankruptcy can provide immediate assistance to those struggling to pay their debts. A long, sometimes complicated process

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A person holding a smartphone. On the phone screen is a series of charts and graphs showing an investment's performance.
Cody Albrecht | Jun 23, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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pet-insurance
Cody Albrecht | Jun 21, 2022

Pet Insurance, Cancer Insurance and Discounted Dental Plans: A Worthy Investment?

Insurance
Investments
Family
Disability
Health

Pet insurance. Cancer insurance. Discount dental plans.

You’ve likely heard about all of the above options, but if you haven’t purchased one, you may not fully

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apartment-house
Cody Albrecht | Jun 16, 2022

Different Types of Mortgages

Finance
Credit
Property
Real Estate

If you’re currently in the market for a home, it will speed up the process considerably if you’re familiar with the various mortgage options available. Finding

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Cody Albrecht | Jun 14, 2022

How to Create and Maintain a Budget

Finance
Savings

Whether you’re earning a six-figure salary or just out of college, creating and maintaining a budget is a must. Having a budget that you actually use can help

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default blog image
Cody Albrecht | Jun 9, 2022

Infographic: Financial Literacy for Children

Finance
Education
Family
Savings
College
Lifestyle

Buying vs. Leasing_ Tips for Stretching Your Car Budget.png

 

*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal

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Two yellow balloons with smiley faces on them
Cody Albrecht | Jun 7, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Cody Albrecht | Jun 2, 2022

It’s Never Too Late to Save

Retirement
Savings

Retirement can sneak up on you.

At one time, it seemed like a lifetime away, now it may be just around the corner. At one time you planned on working forever

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familyfinance
Cody Albrecht | May 31, 2022

5 Things to Teach Your Kids About Finances

Education
Family
Savings

If you’ve spent more than five minutes on a kid’s television network, you’ve seen just how inundated young kids are with commercials for everything from the

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Young woman pouring a drink for an older woman. They are sitting together at a table.
Cody Albrecht | May 26, 2022

Talking to your Aging Parents about Finances

Retirement
As your parents age, they may become less capable of managing their own finances. Here are some ways to approach the subject.
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affection-brunette-dog
Cody Albrecht | May 24, 2022

Finance Cost of Owning a Pet

Family
Finance
Lifestyle

Has a dog or cat grabbed hold of your heart?  It doesn’t take much. A paw on the arm. A lick on the nose, or a soft purr or whimper can turn most of us into dog

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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

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.

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