In This Issue
  • Office Announcements
  • Avoiding a "Self-inflicted Recession"
  • Webinar: Creating Retirement Income During Uncertain Times
  • Webinar: Social Security and Retirement Planning: A Hit or Myth Proposition
  • Service Spotlight: HR Support Center (video)
  • Your Money Matters
Office Announcements
Our offices will be closed on Tuesday, July 4, 2023
to celebrate Independence Day.

All of our offices will be closing at 12:00 on Fridays starting Friday, May 26, 2023 through Friday, September 1, 2023, to enjoy a little extra fun in the sun!
Is the content of this email relevant to you?
Avoiding a "Self-inflicted Recession"
After the dramatic events in the banking sector, many investors are worried about a potential recession, and for a good reason. Recessions have real-world impacts on people’s financial security and well-being. Thankfully, recessions don’t happen that often. Historically, we experience a recession about every 7.5 years.

The longer your investment time horizon, the more likely you are to experience a recession. This can be an incredibly challenging experience. The good news is that for long term investors, recessions don’t actually matter that much. Read the full article....
Webinar: July 20, 2023
Creating Retirement Income During Uncertain Times
Allied Financial Services, Inc. would like to invite you to participate in our monthly conversation, Creating Retirement Income During Uncertain Times.

Everyone is welcome to join these online discussions which will take each month. Our next event will be Thursday, July 20, at 8:30 AM.
If you would like to discuss your personal retirement income distributions or situation but are unable to attend, please contact our office to set up an appointment.
Webinar: August 17, 2023
Social Security and Retirement Planning: A Hit or Myth Proposition
When people start thinking about planning for social security, they often find themselves with more questions than answers.

Find the answers to your questions at our upcoming seminar, Social Security and Retirement Planning: A Hit or Myth Proposition

Join returning presenter Kurt Czarnowski, of Czarnowski Consulting, as he reviews strategies to maximize your Social Security benefits as well as distinguish facts from the myths surrounding Social Security's solvency. 

Mr. Czarnowski is a dynamic speaker with over 30 yares of experience working direclty for the Social Security Administration. Based on the incredible breadth of knowledge that will be covered in this presentation, we strongly encourage you to share this invitation with interested friends and family members to this informative event.
Service Spotlight: HR Support Center
No more Googling for HR answers. Build your HR foundation quickly and easily with our self-service libraries, tools, and templates.
Your Money Matters
This month’s Your Money Matters newsletter contains great tips for revising how you view your bucket list, new tax rules to know when selling your home, info on why portfolio rebalancing is so important, and considerations when buying vacation property.

Bucket lists don't have to be for tomorrow.
The tax rules governing profits you realize from the sale of your home have changed in recent years. 
Without your knowing, your investment portfolio could be off-kilter.
What if instead of buying that vacation home, you invested the money?

Your Money Matters is a monthly blog post that pulls together financial articles and videos of interest. We hope you enjoy!
Online Credit Card Payments Payments to Allied CPAs, PC and Allied Payroll Services can be made online at Look for the Make A Payment button on the top right corner of our website. AFP accepts Mastercard, VISA and Discover. Please note: Electronic payments cannot be accepted for financial planning or investment services.
Payroll Clients: In light of growing fraudulent direct deposit claims, please verbally confirm with your employee if you receive an email notification of a bank account change before you send the change to you payroll specialist.

Contact Our Office
Buffalo | (716) 694-0336
Cooperstown | (607) 282-4161
Oneonta | (607) 432-3462
Perry | (585) 237-3887
Rochester | (585) 410-6733
Victor | (585) 410-6733
Allied Payroll Services is bonded.

Securities offered through Registered Representatives of Securities America, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc., a Registered Investment Adviser. Tax services provided by Allied CPAs, PC. Allied Financial Partners and Allied CPAs, PC are not affiliated with Securities America.

To be eligible for the Rochester Chamber Top 100, businesses must be privately held, headquartered in the nine-county Rochester region, and have earned at least $1 million in revenue in each of the three most recent fiscal years. The Rochester Chamber Top 100 is computed based on revenue growth, taking into account both dollar and percentage growth.

Top Workplaces Award is given based on employee survey results.