A.T. Becker & Associates, Inc

07/17/2026

Grab a friend and join us for a fun and empowering morning that blends financial confidence with self-care!

On August 2nd at 10 AM, Ally Becker, CPA/PFS, AIF®, MST will share 100 financial tips designed to help you build confidence, make informed decisions, and create opportunities for future success. A Pilates class will follow to help you recharge your mind and body.

Whether you're looking to strengthen your financial knowledge, prioritize your well-being, or simply spend a fun morning with friends, this complimentary event is for you.

🎉 Bonus: Bring a friend and you'll receive an extra entry into our raffle for a chance to win an At-Home Pilates Kit!
Rain Date: August 9th

Location: 100 River St, Hastings-On-Hudson, NY 10706

As space is limited, please reserve your spot here: https://forms.microsoft.com/Pages/ResponsePage.aspx?id=TE2Q4C_3EU2rSeh1KTi2zDJCuvlXsmdFgvbNiCG6jmZUN0ZZWDFYWFpGRVozRlFIWFQwVlpQQVowVi4u

07/15/2026

Retirement planning is about more than investment performance. As this article highlights, rising temperatures and extreme weather events are creating new financial realities that can impact health, housing, insurance costs, and long-term retirement security.
A resilient retirement strategy should consider not only market risk, but also the evolving environmental and lifestyle factors that may influence future expenses.
An important reminder that comprehensive financial planning means preparing for risks both inside and outside your portfolio.
If it's been a while since you've reviewed your retirement plan—or if you don't yet have one in place—now is a great time to start the conversation. Contact us to schedule a retirement plan review or learn how we can help you build a strategy designed for today's changing world.

Where we live shapes access to healthcare, transportation, housing, social connection, and the everyday opportunities that allow us to remain engaged as we age.

07/10/2026

Did you know Trump Accounts are about more than just the $1,000 government contribution for newborns? While much of the attention has focused on the free seed funding available to children born between 2025 and 2028, this article highlights why these tax-advantaged accounts could have a broader impact on helping younger Americans build wealth and long-term financial security. Read more below.

Trump Accounts aren't just for newborns. Learn how older kids, tax-free growth, and Roth conversions make these accounts worth a second look for every family.

07/09/2026

We are less than one month away from a morning of wellness and wealth!
All women ages 25-35 are welcome to join Ally Becker, CPA / PFS, AIF®, MST on August 2nd for a fun and inspiring morning of 100 financial tips to help you build success—followed by a Pilates class to refresh your body and mind.

Bring a friend and make it a girls’ morning out!

Event is complimentary.

Space is limited, please sign up at the link below.

https://forms.microsoft.com/Pages/ResponsePage.aspx?id=TE2Q4C_3EU2rSeh1KTi2zDJCuvlXsmdFgvbNiCG6jmZUN0ZZWDFYWFpGRVozRlFIWFQwVlpQQVowVi4u

07/09/2026

Behind every memorable experience is a team working tirelessly behind the scenes.
Disneyland’s reputation as the “Most Magical Place on Earth” isn’t just built on attractions—it’s powered by 36,000 employees dedicated to creating exceptional experiences for every guest.
There’s an important financial lesson in that.
Long-term success—whether it's building wealth, preparing for retirement, funding a child’s education, or creating a legacy—is rarely the result of a single decision. It comes from a thoughtful strategy, consistent ex*****on, and the right people helping guide the process along the way.
Just as Disneyland’s magic is built through thousands of small actions happening every day, financial confidence is built through disciplined planning and staying focused on what matters most.
A question worth reflecting on: Are the financial decisions you're making today helping create the future you want tomorrow?
And if not, what steps could you take now to get closer to your goals?
If you'd like to discuss your financial goals and explore strategies designed to help you stay on track, our team is always here to help. Feel free to reach out—we'd love to start the conversation.

From opening the gates each morning to designing the park’s future, watch how thousands of employees keep the resort operating.

07/06/2026

Happy Birthday Sean! 🎂

07/05/2026

The Trump administration's Education Department is making major changes to the federal student loan program, limiting who is eligible, reducing how much students and families can borrow, and changing how loans must be repaid.

07/03/2026

As we prepare to celebrate Independence Day, this year's holiday carries special significance. The article linked below, reflects on how innovation has shaped investing throughout America's 250-year history.
From the telegraph to AI, technology has continuously changed how investors access information and make decisions. Yet while the tools have evolved, the foundation of successful financial planning remains the same. As we celebrate 250 years of American innovation and progress, it's a good reminder to review whether your financial strategy is positioned for the future. If you'd like to discuss how today's changing investment landscape fits into your long-term plan, we'd be happy to help.

In the early days of the country, each city conducted its own financial business. Here are the key innovations that changed everything.

07/02/2026

Quarterly Market Recap!
A look back at the trends, surprises, and key takeaways shaping the markets this quarter

The latest quarterly market review is available.

07/01/2026

Time for a financial cleanup? Summer is the perfect opportunity to slow down, get organized, & take stock of your financial records. From consolidating documents to reviewing accounts, a little effort now can bring clarity & confidence for the months ahead

An integral part of managing your personal finances involves properly maintaining your financial records. This is especially important in the event of a crisis or emergency so that you can quickly locate something if needed.