Who We Are
With decades of industry experience, our goal is to develop long-term, trusting relationships with clients and understanding your financial goals and dreams.Learn More
One of the keys to helping clients achieve their financial goals is the strong relationships we create with our clients. Relationships really do matter at Cortland Private Wealth Management.Learn More
With 15 convenient locations our team is available to help you with your financial goals and needs. Check out our locations and schedule an appointment at your local branch.Learn More
Knowledge is power and we put great emphasis on educating our client, their friends and customers of the bank on relevant investment topics and concepts.Learn More
The market is as unpredictable as the weather. We’d love to help you prepare.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Mutual Funds vs. ETFs
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
How long does a $20 bill last?
Tips on insuring your teen driver.
Beware of these traps that could upend your retirement.
Your credit score may influence how much you pay for auto and home insurance.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Here’s a quick guide to checking to see if you have unclaimed money.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.