Rise Advisors, LLC

The older we get, the more critical it is to ensure our affairs are in order and have an estate plan. But what exactly is an estate plan, and what should be included? #estateplanning #financialplanning #wealthmanagement #letsmakeaplan

The Social Security system is a different experience for every American, but certain things are universal. Last year, MassMutual published a quiz about Social Security, and they were surprised at how few people got even a passing grade. Let’s see how you do. #socialsecurity #financialplanning #wealthmanagement #letsmakeaplan

For many people, passing on wealth to future generations is a top priority. There are many ways to do this through proper estate planning and tax planning, and one of these strategies is to create a grantor-retained annuity trust or GRAT. #estateplanning #financialplanning #wealthmanagement #letsmakeaplan

Thinking about falling ill or not being able to make decisions for yourself can be frightening, but having an estate plan in place can help ease your concerns. Many of us could benefit from taking some time to update our estate plans, and if you don’t have one in place, there’s no better time to put it together than now. #estateplanning #Estate #letsmakeaplan #financialplanning

With Tax Day right around the corner on April 15, it’s easy to feel overwhelmed. Even if you’re short on time, you can still file your taxes accurately and on time with focus and preparation. These last-minute tips will help you navigate the process efficiently and avoid unnecessary stress. #taxplanning #taxes #financialplanning #wealthmanagement #letsmakeaplan

If you're considering offering an employer-sponsored retirement plan, a 401(k) is a popular option for small businesses and large corporations alike. Here’s what you need to know about the role a financial advisor plays when it comes to building and maintaining a 401(k) plan. #financialplanning #retirement #401k #letsmakeaplan #wealthmanagement

Below, we’re breaking down common myths regarding family wealth and the truth about generational wealth management planning that every family in Rochester, NY should hear. #wealthmanagement #financialplanning #generationalwealth #letsmakeaplan

Rise Advisors is Excited to Welcome Kosal Gelser to The Team! We are happy to announce that Kosal Gelser has joined Rise Advisors as our newest Client Service Associate!??We are confident that Kosal’s expertise and dedication will play a vital role in enhancing the services we offer and strengthening our commitment to our clients.?For more information on Kosal and his background, please visit our website at?the link below.

Rise Advisors is Excited to Welcome Mark Lewis to The Team! We are beyond thrilled to announce that Mark Lewis has joined Rise Advisors as our newest Financial Advisor!?We couldn't be more excited to have him on board and look forward to the incredible contributions he will make! For more information on Mark Lewis and his background, please visit our website at?the link below.

Rise Advisors is Excited to Welcome Mark Lewis to The Team! We are beyond thrilled to announce that Mark Lewis has joined Rise Advisors as our newest Financial Advisor!?We couldn't be more excited to have him on board and look forward to the incredible contributions he will make! For more information on Mark Lewis and his background, please visit our website at?the link below.