We do hope this message finds you healthy and well during these difficult times. Our thoughts and concerns are with everyone affected by this global crisis. Due to this rapidly evolving situation, we have changed some of our normal procedures.
We have cancelled all face to face meetings until further notice and implemented our emergency plan. While our staff is currently back in the office, the 2nd floor is currently closed to our clients and the public. As Summer is upon us, it is our hope that the new normal will be upon us shortly. We have also implemented our new pick-up and drop-off services that allows for the exchange of information in a socially distant manner.
Please be aware of the scammers! They are out in force at this difficult time. The IRS will NOT email or call you asking for bank information. Remember to check our social media platforms on Facebook an Twitter for the most up to date information.
Thank you for the understanding and God Bless America.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Stay Safe with a B.O.P. At Your Back
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
The recent market drop is an important reminder of why it's important to take a long-term view.
There are common mistakes you can avoid when saving for retirement.
Purchasing homeowners insurance is critical for protecting your home.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to better see the potential impact of compound interest on an asset.
Use this calculator to compare the future value of investments with different tax consequences.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Even low inflation rates can pose a threat to investment returns.
Here’s a quick guide to checking to see if you have unclaimed money.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?