BREAKING NEWS: Lewis v. Cuomo

Mike Lomas and Glenn Wiggle of The Financial Guys announced today that they were joining forces with a group of citizens from Buffalo and Rochester who launched the most broad-based challenge to the illegal lockdown of society in response to the coronavirus.
Send Your Kids To College SAT ACT Test Prep

Send Your Kids to College is hosting a simulated SAT/ACT Test and College Planning Workshop for parents on September 19th, 2020, at 10:00 am.
Excited to Announce Independent Solutions Featured in Wealth Management Magazine

This week, Independent Solutions Wealth Management’s Investment Committee members, Dan Neiman, and Paul Meeks share with Wealth Management Magazine their outlook for the remainder of the year 2020 in the featured article titled “Transitioning Portfolios to Business 2.0”.
Financial Advisor Looks to Spur Western New York Economy During COVID-19 Pandemic

Financial advisor Mike Lomas is on Spectrum News to talk about his love and passion for Western New York. In the interview, he discusses the impact of coronavirus on the economy in Western New York.
Retirement Earnings Planning – Things To Consider Before Retirement

The Retirement Earnings Test (“Earnings Test”) applies to individuals who are taking a retirement income benefit, but who have not yet reached Full Retirement Age (FRA).
Breaking Down the Truth | The Financial Guys Podcast

Notice something missing for our Youtube channel? The podcast episode “Breaking Down the Truth” that went live on Wednesday, July 29th is now unavailable.
A Glance At 2020 So Far; Investment Committee Commentary From Independent Solutions

The first half of 2020 is now behind us an the Investment Committee at Independent Solutions have written various commentaries to talk about the first 6 months and what they think will happen in the near future.
What is Driving Big Tech Valuations?

The stock market has seen its fair share of ups and downs since the start of 2020. However, the tech industry continues to dominate, despite the ever-volatile market.
Social Security and “Spousal Only” Benefits using the Restricted Application

The enactment of the Senior Citizens’ Freedom to Work Act of 2000 on April 7, 2000, was significant in that it eliminated the Social Security Retirement Earnings Test (earnings test) for a worker that reached Full Retirement Age (FRA) thereby allowing the worker at FRA to earn as high of an earned income (W2 wages or self-employed net earnings) as they wished, without a reduction in his or her Social Security payment.
Spousal Benefits for Independently Entitled Divorced Spouse (IEDS)

Spousal benefits for the Independently Entitled Divorced Spouse (IEDS) are the benefits to which an individual may be entitled based on his or her ex-spouse’s record while that ex-spouse is still living