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The Estate, Legacy and Long-Term Care Planning Center of Western NY

Financial Advisor in Rochester, NY

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billmonte

May 15, 2020 By billmonte

What I Do And How I Can Help

By Bill Monte, CLU, ChFC, CLTC, LTCP When it comes to our money, we know we need to prepare for retirement, plan for major milestones (like paying for your child’s college education or wedding), pay off debt, and make saving a priority. But what about those more complicated planning issues that …

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May 15, 2020 By billmonte

Why I Chose A Career In The Financial Services Industry

By Bill Monte, CLU, ChFC, CLTC, LTCP Sometimes the things you enjoy and the things you have a knack for merge together and you find yourself with the opportunity to make a career out of your passions and skills. That’s my story of how I became a financial advisor.  When I was young, I was …

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May 1, 2020 By billmonte

Updated Rochester Area Nursing Home Costs – January 2020

Current Rochester Area Nursing Home CostsUpdated January 2020 DailyMonthlyAnnual PrivatePrivatePrivateNursing HomeLocationRoom RateRoom RateRoom RateMaplewood Nursing Home Webster$555$16,650$202,575Jewish Home of RochesterBrighton$541$16,230$197,465The Episcopal Church …

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May 1, 2020 By billmonte

2020 Tax Reference Guide

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May 1, 2020 By billmonte

2019 Tax Reference Guide

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