We've made it to Summer here at the Jersey Shore. Salt water in the air, our beaches are filling up with locals and tourists alike and the weather has been beautiful. We thank you again for the patience and understanding during this past tax season. Things will not get any easier but our team is up for the challenge.
With more stimulus coming in the way of monthly checks for dependent children, stay aware of the scammers! They are out in force. 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.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Have you ever wondered how your credit score compares to the rest of the country? Take a look and see.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
A few strategies that may help you prepare for the cost of higher education.
An overview of some fundamental steps when a loved one passes.
Get ready to enjoy America’s national park system with this helpful article.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Enter various payment options and determine how long it may take to pay off a credit card.
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.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The market is as unpredictable as the weather. We’d love to help you prepare.
Imagine your ideal post-pandemic retirement with this animated video.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
How will you weather the ups and downs of the business cycle?
With alternative investments, it’s critical to sort through the complexity.
Explaining the SECURE Act and how the changes affect your retirement strategy.