Your Trusted Investment Partner
Resources
Retirement
Explore our resources on retirement planning and Individual Retirement Account (IRA) management to discover market-tested strategies for helping secure your financial future.
Contact us today to learn more or to arrange a meeting with one of our associates.
Roth IRA
Written by Wright Design on . Posted in Article, Investor Education, Retirement Resource
Charitable Contributions from IRAs
Written by Wright Design on . Posted in Investor Education, Retirement Resource, Uncategorized
Traditional and Roth IRA’s
Written by Wright Design on . Posted in Article, Investor Education, Retirement Resource
Roth Conversions
Investor Education Series
Written by Wright Design on . Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts
Traditional IRA
Written by Wright Design on . Posted in Article, Investor Education, Retirement Resource
Investing for What Matters Most
Written by Wright Design on . Posted in Investing Basics, Investor Education, Retirement Resource, Videos, Videos & Podcasts
IRA and Retirement Plan Distributions
Written by Wright Design on . Posted in Article, Investor Education, Planning Tips, Retirement Resource
Just a Minute with Fenimore: “Fixed for Retirement”
Written by Wright Design on . Posted in Investor Education, Resources, Retirement Resource, Videos, Videos & Podcasts
Transfers, Rollovers and Conversions
Written by Wright Design on . Posted in Article, Investor Education, Planning Tips, Retirement Resource
Saving for a Child’s College vs. Saving for Retirement
Written by Wright Design on . Posted in Investing Basics, Investor Education, Retirement Resource, Videos, Videos & Podcasts
Retirement Plans for your Business
Written by Wright Design on . Posted in Article, Investor Education, Retirement Resource
Understanding IRA’s
Written by Wright Design on . Posted in Investor Education, Retirement Resource
What is a Roth Conversion?
Investor Education Series
Written by Wright Design on . Posted in Investor Education, Retirement Resource, Videos, Videos & Podcasts
New Opportunities for Retirement Savings
Written by Wright Design on . Posted in Investor Education, Resources, Retirement Resource
Simplified Employee Pension Plans (SEPs)
Written by Wright Design on . Posted in Investor Education, Retirement Resource
IRA and Retirement Plan Limits for 2024
Written by Wright Design on . Posted in Investor Education, Retirement Resource
Comparison of Traditional
IRA’s and Roth IRA’s
Written by Wright Design on . Posted in Investor Education, Retirement Resource
SPOUSAL INDIVIDUAL RETIREMENT ACCOUNT (IRA)
Written by Rachel Crisafulli on . Posted in Investor Education, Planning Tips, Retirement Resource
SEP, SIMPLE IRA, and Individual(K) Plans
Written by Wright Design on . Posted in Article, Investor Education, Retirement Resource
Is a Roth IRA Conversion Right for You?
Written by Wright Design on . Posted in Investor Education, Resources, Retirement Resource
Why Choose Us for Your Retirement Needs?
Fenimore’s personal approach and investment management resources can help you achieve your financial goals.
- ACCESSIBILITY
- Our team of investment professionals are accessible, available, and here to help you every step of the way. Enjoy local, personalized service — Albany & Cobleskill locations.
- We help define your goals and objectives, creating a framework for long-term retirement planning.
- Our financial retirement services cover everything from retirement income planning to investment management, to help ensure a secure and comfortable retirement.
- We offer retirement planning for families to meet the unique needs of your household.
- HOW WE INVEST
- We seek to invest in a select number of quality companies to protect and grow wealth over the long term. Quality, financially durable, well-run businesses can potentially provide downside protection and upside potential.
- EXPERIENCED TEAM
- Our experienced team offers investment management and guidance to help you make the most of your IRA and retirement accounts regardless of where you are along the journey.
- Fenimore’s in-house Investment Research and Investor Relations teams offer a wealth of industry experience and include several long-tenured associates.
- COMMITMENT TO CLIENT SERVICE
- Fenimore’s team of associates is service oriented and committed to excellence.
- Our team works alongside you, accessible and ready to help you achieve your financial goals. We are conscientious stewards of our investors’ capital and serve with integrity and transparency.
Ready to take control of your retirement finances? Let Fenimore be your guide for retirement planning. Contact us today to schedule a consultation with one of our experienced investment professionals and start planning for your future!
Changing Jobs? Retiring?
FAM Funds makes it easy to consolidate your retirement accounts
Please call 800.932.3271 to speak with an associate or follow the links below.