Finally ! We made it to 2021. Let us hug our loved ones a little tighter and pray for a happy and healthy new year. This tax season will be like none other. Tax filings have already been delayed until February 12th. This means although we can prepare the return, the IRS and NJ will not accept the return until mid-February. 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.
The SECURE Act
This article may help you understand the most recent changes to your IRA and your RMD implemented with the SECURE Act.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
A four-step framework for building a personal legacy.
Learn about the latest sport to sweep the nation with this informative article.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
A bucket plan can help you be better prepared for a comfortable retirement.
Explaining the SECURE Act and how the changes affect your retirement strategy.
Making the most of surprises is a great reason to work with us.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Here are five facts about Social Security that might surprise you.