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Don't Buy The Hype Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Meliora: "better things", "always better", "ever better", or, more fully, "for the pursuit of the better". 

Sometimes it can be simple. With one word our name reminds us why we founded this enterprise: to make our clients lives ever better. What does ever better mean for you? Contact us and see how we can help you get there.

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  • 325 Westminster Road
    Rochester, NY 14607

  • (585) 473-8885

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Social Security: Five Facts You Need to Know

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What Do Your Taxes Pay For?

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The History of Currency

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Estimate how much income may be needed at retirement to maintain your standard of living.

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This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Strategies

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Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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There’s an alarming difference between perception and reality for current and future retirees.

Charitable Giving: Smart from the Heart

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Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Surprises

Making the most of surprises is a great reason to work with us.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

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