Mansfield Financial Strategies, LLC

Mansfield Financial Strategies, LLC We specialize in retirement plans that provide safe, secure, and predictable lifetime income.

Rising costs don't have to derail your financial goals if you know what traps to avoid. Check out our blog on our websit...
08/26/2026

Rising costs don't have to derail your financial goals if you know what traps to avoid. Check out our blog on our website to discover 6 common inflation pitfalls and how to protect your purchasing power!

Understanding how your money is taxed can make a huge difference in your long-term wealth strategy. Head to our website ...
08/20/2026

Understanding how your money is taxed can make a huge difference in your long-term wealth strategy. Head to our website and check out our blog to learn the key differences between Capital Gains Tax and Income Tax!

Happy National Financial Awareness Day! There's no better time to take control of your financial future—check out our bl...
08/14/2026

Happy National Financial Awareness Day! There's no better time to take control of your financial future—check out our blog on our website today for smart strategies to boost your wealth!

Target Date Funds are a popular "set-it-and-forget-it" retirement strategy, but are they right for your financial goals?...
08/05/2026

Target Date Funds are a popular "set-it-and-forget-it" retirement strategy, but are they right for your financial goals? Head over to our website to check out our latest blog post on the pros and cons!

The Role of a Financial CaregiverA financial caregiver helps a loved one manage important financial responsibilities, fr...
07/29/2026

The Role of a Financial Caregiver

A financial caregiver helps a loved one manage important financial responsibilities, from paying bills to protecting against fraud. Having a trusted person assist with financial matters can provide peace of mind and help ensure long-term financial well-being.

Check out our newest blog on our website to learn more about the role of a financial caregiver and how they can help support loved ones.

Financial Retirement-Age Milestones: Social Security Eligibility & Penalty-Free WithdrawalsUnderstanding key retirement-...
07/22/2026

Financial Retirement-Age Milestones: Social Security Eligibility & Penalty-Free Withdrawals

Understanding key retirement-age milestones can help you make informed financial decisions. Knowing when you're eligible for Social Security benefits and when you can make penalty-free withdrawals from retirement accounts can have a significant impact on your long-term financial security.

Check out our newest blog on our website for more retirement planning tips and insights!

FAFSA Tips and Things to KnowCompleting the FAFSA is one of the most important steps in applying for financial aid for c...
07/15/2026

FAFSA Tips and Things to Know

Completing the FAFSA is one of the most important steps in applying for financial aid for college. Be sure to submit your application as early as possible, double-check your information, and meet all deadlines to maximize your eligibility for grants, scholarships, and student aid.

Check out our newest blog on our website for more FAFSA tips and guidance!

Elder Fraud Prevention: Beware of Impersonation ScamsOne of the most common scams targeting seniors involves fraudsters ...
07/08/2026

Elder Fraud Prevention: Beware of Impersonation Scams

One of the most common scams targeting seniors involves fraudsters pretending to be a family member, bank representative, government official, or tech support agent. Their goal is to create urgency and convince victims to send money or share personal information.
Always verify unexpected requests, and never give out sensitive information over the phone, text, or email.

Check out our newest blog on our website for more tips on staying safe from fraud and scams!

Annuity vs. Index Fund: Do you know which one belongs in your retirement strategy? 🤔While both are excellent tools for b...
06/25/2026

Annuity vs. Index Fund: Do you know which one belongs in your retirement strategy? 🤔

While both are excellent tools for building wealth, they serve completely different purposes:

📈 Index Funds track the market to build your assets over time, offering unlimited growth potential—but they come with greater market risk and no income guarantees.

🔒 Annuities are contracts with insurance companies designed to protect your savings and provide a predictable, contractual income stream you can't outlive.

Choosing the right one comes down to your personal goals, tax situation, and risk tolerance. Want to know how they stack up on fees, taxes, and growth? Head over to our website to read the full breakdown and choose the best fit for your portfolio!

Did you know you can customize an annuity to fit your exact retirement needs? Enter Annuity Riders—optional add-ons that...
06/17/2026

Did you know you can customize an annuity to fit your exact retirement needs?

Enter Annuity Riders—optional add-ons that allow you to supercharge your standard contract with extra layers of protection. Depending on your goals, you can add features like:

💰 Income Riders for a guaranteed lifetime payout level, regardless of market performance.
❤️ Death Benefit Riders to ensure a guaranteed payout for your heirs.
🏡 Long-Term Care Riders to help cover unexpected healthcare expenses.

While riders add incredible value, they do come with extra costs and specific rules that impact your overall return. Are they worth the trade-off for your financial plan? Read our full blog on our website to see how annuity riders work and how to weigh the costs.

Address

Ballston Lake, NY
12019

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm

Telephone

+15186366570

Website

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