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Families in Motion Resources

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Checklists you’d like emailed to you: (select up to three)

What Issues Should I Consider When Starting a New Job?

What Issues Should I Consider When Getting Married?

What Issues Should I Consider If I Get A Promotion Or Raise At Work?

What Issues Should I Consider If I Lose My Job?

What Issues Should I Consider When Having (Or Adopting) A Child?

What Issues Should I Consider to Fund My Child’s College Education?

What Issues Should I Consider When Buying a Home?

What Issues Should I Consider When Paying Off My Student Loans?

As Someone Who Is Working, What Issues Should I Consider When Reviewing My Tax Return?

Should I Consider Refinancing My Mortgage?

Should I Contribute to My Roth IRA vs. My Traditional IRA?

Should I Roll Over My Dormant 401(k)?

What Should I Think About in Reviewing My Pay Stub?

What Accounts Should I Consider If I Want To Save More?

Can I Make a Deductible IRA Contribution?

Is The Distribution from My 529 Plan Taxable?

What Issues Should I Consider for My Aging Parents?

Should I Consider Doing a Roth Conversion?

What Issues Should I Consider Regarding My Incentive Stock Options?

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Contact Info

Phone: (607) 239-6333
Fax: (607) 953-0280

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Office

231 Main Street, Suite 3
Vestal NY 13850

45 St. John St,
Goshen NY 10924
(This location is by appointment only.)

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Securities offered through American Portfolios Financial Services, Inc., Member FINRA and SIPC. Advisory services offered through American Portfolios Advisors, Inc., an SEC Registered Investment Advisor. American Portfolios Financial Services, American Portfolios Advisors and Aspire Financial Group are separate, unaffiliated entities.

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