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
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
Learn about the risks of not having health insurance in this informative article.
It's important to understand the pros and cons when considering a prepaid debit card.
Here are six flags that may make your tax return prime for an IRS audit.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Assess how many days you'll work to pay your federal tax liability.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Agent Jane Bond is on the case, cracking the code on bonds.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A bucket plan can help you be better prepared for a comfortable retirement.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.