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
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
What can be learned from the savings rate?
Retirees traveling abroad need to know that their health insurance travels with them.
Tips on insuring your teen driver.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
How literate are you when it comes to your finances? Brush up with these five basics.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This questionnaire will help determine your tolerance for investment risk.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Do you know how to set up your financial goals for success? This knight does.
Around the country, attitudes about retirement are shifting.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
Do you have causes that you want to support with donations? Here are three tips.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.