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
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
For some, the social impact of investing is just as important as the return, perhaps more important.
The item most homeowners forget on their home improvement project checklist is insurance.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how much you have the potential to earn during your working years.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What if instead of buying that vacation home, you invested the money?
With alternative investments, it’s critical to sort through the complexity.
Have you found yourself suddenly single? Here are 3 steps to take right now.
There are hundreds of ETFs available. Should you invest in them?
It’s never a bad time to speak with your financial advisor about changes in your situation.