We do hope this message finds you healthy and well during these difficult times. As Summer has come to a close, we now look forward to year-end planning. We remind anyone who may have collected unemployment, that those benefits WILL be taxable on your 2020 federal return.
Our staff is back in the office. Our 2nd floor office is open by appointment only. We have implemented new pick-up and drop-off services that allows for the exchange of information in a socially distant manner. We can't wait to resume our normal face to face operations this upcoming tax season. If we are restricted by mandate to see each other face to face, we believe we have a great plan to mitigate this inconvenience.
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. Most importantly, remember to check our social media platforms on Facebook and Twitter for the most up to date information.
Thank you for the understanding and God Bless America.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
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.
The Five Basics of Financial Literacy
How literate are you when it comes to your finances? Brush up with these five basics.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Learn about the average American budget in this fun and interactive piece.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Ascertaining the value of your business is important for a variety of reasons.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate your monthly and annual income from various IRA types.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
Principles that can help create a portfolio designed to pursue investment goals.
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.
Using smart management to get more of what you want and free up assets to invest.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
With alternative investments, it’s critical to sort through the complexity.
A special needs trust helps care for a special needs child when you’re gone.
The market is as unpredictable as the weather. We’d love to help you prepare.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.