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06/01/2015 Download
Subject: Saving on Vacations When Times Are Uncertain
Description: If you’ve known me awhile you know I am a big believer in vacations – and a dedicated vacation bucket.


05/04/2015 Download
Subject: Empty on Full
Description: FROM THE DESK OF DONNA GRABER: My good friend and amazing woman, Susan Zimmerman wrote the article below. I certainly hope you enjoy it – a great life lesson!


04/01/2015 Download
Subject: What PEACE are you Missing?
Description: What PEACE are you Missing?


03/01/2015 Download
Subject: Join Us for Lunch Money, an Educational Series, Schedule thru October 2015
Description: Call now to reserve your seating. Dates fill up fast, bring a friend or family member. FREE LUNCH & PARKING


02/01/2015 Download
Subject: Things a Comprehensive Planner Should Do For Clients and Some Things That Only We Do
Description: Things a Comprehensive Planner Should Do For Clients and Some Things That Only We Do


01/28/2015 Download
Subject: 2015 LUNCH MONEY-IMPORTANT CONVERSATIONS: YOUR LEGACY
Description: DANGER OF CHANGING LAWS -2014 U.S. SUPREME COURT CREATES DANGEROUS SITUATION IN LEAVING IRA TO YOUR KIDS -PROTECTING YOUR LEGACY IS GETTING COMPLICATED -TIPS FOR FAMILY FINANCIAL DISCUSSIONS JOIN US ON WEDNESDAY, 2/18/2015 @ 11:30-1PM


01/06/2015 Download
Subject: 2015 LUNCH MONEY-IMPORTANT CONVERSATIONS: YOUR LEGACY
Description: DANGER OF CHANGING LAWS -2014 U.S. SUPREME COURT CREATES DANGEROUS SITUATION IN LEAVING IRA TO YOUR KIDS -PROTECTING YOUR LEGACY IS GETTING COMPLICATED -TIPS FOR FAMILY FINANCIAL DISCUSSIONS JOIN US ON WEDNESDAY, 1/21/2015 @ 11:30-1PM


01/01/2015
Subject: The dog ate my tax forms


12/06/2014 Download
Subject: Think of the Frailest Person you know
Description: And then consider the choices you would make today for when you reach that age.


11/10/2014 Download
Subject: Debit Card Fraud
Description: But my bank offers a debit-card fraud guarantee, so I’m covered, right?


10/01/2014 Download
Subject: Living your life well
Description: Reducing worry Importance of a written plan that helps live life well and without financial worry. Its track to run on. I don’t know about you, but I need a coach to keep me on track Whether its my trainer or a health coach or a business coach – I s


09/01/2014 Download
Subject: Lunch Money: Retirement Strategies
Description: Join us for Lunch Money, Wednesday, September 24 & Wednesday, October 1st @ 11:30AM. YOU MUST REGISTER BY CALLING (315) 423-7700 x24 FOR FREE PARKING & LUNCH.


08/01/2014 Download
Subject: Retirement Just Ahead, Join us for Lunch Money
Description: Keep checking back for our new LUNCH MONEY TOPIC...


07/01/2014 Download
Subject: Asset Protection
Description: A more direct assault on your financial security is a lawsuit where you lose and have to pay damages beyond your insurance coverage. It happens a lot. Are your assets properly protected?


06/01/2014 Download
Subject: Teach your kids about taxes
Description: Teach your kids about taxes


05/29/2014 Download
Subject: Saying NO to adult children
Description: Saying NO to adult children


04/15/2014 Download
Subject: Principles for gaining control of your day & life
Description: Principles for gaining control of your day & life


03/29/2014 Download
Subject: Intentional Happiness & the Happiness Index
Description: Intentional Happiness & the Happiness Index


02/04/2014 Download
Subject: Important Conversations
Description: Our classes are limited to 6 people and are a combination of clients and people who are not yet clients. The two things that are consistent in every class are: 1. The reception and excitement about the educational materials presented 2. The opportunity t


01/04/2014 Download
Subject: 10 Basis Questions for Estate Planning
Description: This is such a complicated area that we have designed a special estate report to help clients wrap their brains around the bigger issues and gain some clarity for good decision-making.


01/04/2014 Download
Subject: Current Estate Laws require Advanced Estate Planning
Description: We recommend estate planning be done at younger ages but that doesn’t always happen. Recently we did some planning for a couple in their late 80s. She was showing increasing signs of dementia and he had congestive heart issues. One of their sons was the


11/25/2013 Download
Subject: Why Your Planning is Incomplete: Getting to the Big Picture
Description: The financial advisor and banker were probably managing his short- and long-term investment portfolios, trying to serve him as well as they could in order to keep his account. The law firm, no doubt, drafted lots of wills, trusts, and other agreements that


11/25/2013 Download
Subject: Are Women’s Financial Needs Different From Men’s?
Description: Women like to know what they’re doing. They collect information, seek advice, try to find a planner they can trust. Their investment results, according to several surveys, exceed that of men by anywhere from 5% to 9% average annual returns. Why does t


09/02/2013
Subject: Donna Graber on Financial Fitness
Description: Play Now


07/09/2013 Download
Subject: Getting Value for Your Planning Dollar
Description: Getting Value for Your Planning Dollars Checklist


04/03/2013 Download
Subject: Big hat, No cattle
Description: The average American, if their income stopped suddenly, is less than 30 days away from financial disaster.


04/03/2013 Download
Subject: Blended Families
Description: WIth blended families there are as many options to making it work as there are personalities.


03/13/2013 Download
Subject: The Old Is New Again..
Description: Keeping Financial Life in Balance.


01/15/2013 Download
Subject: Fiscal Funny Business




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