Finally ! We made it to 2021. Let us hug are loved ones a little tighter and pray for a happy and healthy new year. This tax season will be like none other. There are too many changes to list but our team is prepared and ready to take on the challenge.
We can't wait to resume our normal face to face operations this upcoming tax season. If we are restricted by mandate in seeing 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.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Thinking of Retiring Abroad?
However exciting retiring abroad may sound, it deserves considerable planning.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
When to start? Should I continue to work? How can I maximize my benefit?
Understanding the economy's cycles can help put current business conditions in better perspective.
The federal government requires deceased individuals to file a final income tax return.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator shows how inflation over the years has impacted purchasing power.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help determine whether it makes sense to refinance your mortgage.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Have you found yourself suddenly single? Here are 3 steps to take right now.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here’s a crash course on saving for college.
It’s never a bad time to speak with your financial professional about changes in your situation.
Do you know these three personal finance sayings?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?