Rochester Based, Globally Connected

Need an Advocate as you Go through Divorce?

You’ve Saved for College, but What About Negotiating your Tuition Bill?

Learn how to put a “safety net” under your portfolio

Yellow diamond-shaped road sign reading TAX AHEAD.

Do you Have a Feel for your Embedded Tax Losses?

Welcome to Wealth Strategies & Solutions, Ltd

900 Jefferson Road Suite 301
Rochester, NY 14623

E-mail:

rbaldes@leighbaldwin.com

Videos

We have interesting videos for you to watch on my site.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Welcome to Wealth Strategies & Solutions, Ltd

If you are like most people, you have goals and dreams.

Promises that you have made to your family and yourself.

Planning an education….

A vacation home or special trip….

Retiring on your timeline….

Leaving a legacy….

You may encounter a few bumps along the way to delivering on these promises

Divorce

Disability or prolonged illness

An untimely death

Low interest rates or a bumpy stock market

If the promises you have made are important, let's work together. If you would like a second opinion of what you have already done or perhaps you need to get started on a game plan, I can help.

I look forward to working with you.

Newsletters

The Evolution of Retirement Savings

The retirement savings landscape has changed dramatically over the past 50 years. How might these developments affect tomorrow's retirees?

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Goodbye Passwords, Hello Passkeys

As major tech companies, apps, and websites make passkeys their default security option, itâ€™s likely youâ€™ll be prompted to set them up to help secure your accounts.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

Don't Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

Add paragraph text. Click “Edit Text” to update the font, size and more. To change and reuse text themes, go to Site Styles.

More Newsletters

Calculators

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

More Calculators