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 are in the process of outlining a new pick-up and drop-off service that should be finalized soon.
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.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Understanding the economy's cycles can help put current business conditions in better perspective.
You face a risk for which the market does not compensate you, that can not be easily reduced through diversification.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
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.
How federal estate taxes work, plus estate management documents and tactics.
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.
There are some smart strategies that may help you pursue your investment objectives
Even low inflation rates can pose a threat to investment returns.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Taking your Social Security benefits at the right time may help maximize your benefit.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There’s an alarming difference between perception and reality for current and future retirees.
Make your retirement as exciting as your next vacation.