Noticias e Historias

This is the first time Resilia’s cutting edge training has been offered in the Central New York community.

Updated forecasts suggest that U.S. households will transfer more than $84 trillion over the next quarter century. For advisors, this transition continues to signal major planning opportunities as more baby boomers turn their attention to retirement and estate planning. But how will this impact us...

Minister Mark D. Muhammad, Ed.D. tells his personal story of struggles growing up in Syracuse and how serving as a member of the Black Equity & Excellence Fund Advisory Committee is helping him to make a difference.

Per household, the average value of assets set to transfer over the next 10 years is $79,700, so an average gift of $4,000 from each household could make a significant difference!

The Earned Income Tax Credit (EITC) is a refundable tax credit geared towards middle, and low-income adults, oftentimes with children. However, many individuals who are eligible to file inevitably don’t, as they assume they do not qualify. Layla’s Got You partnered with the Community Foundation...

Syracuse residents have an opportunity to help design and implement a project that will help their own community!

Jeff Knauss gives because “it’s the right thing to do—period.” He strives to continue making a bigger impact in our community by contributing to its greater good.

Caragh believes that building a financial plan is like putting together a puzzle and charitable giving is an important piece.