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 have also implemented our new pick-up and drop-off services that allows for the exchange of information in a socially distant manner.
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.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Required Reading: The Economic Report of the President
The Economic Report of the President can help identify the forces driving — or dragging — the economy.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
At what point can you call a personal vehicle commercial?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Understanding the economy's cycles can help put current business conditions in better perspective.
It may help your business be better prepared in the event of the death of a principal or key employee.
Here are 5 reason why you may consider working through retirement.
Estimate your monthly and annual income from various IRA types.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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.
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.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How do the markets usually react to elections? Was the 2016 election any different?
Investors seeking world investments can choose between global and international funds. What's the difference?
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
For women, retirement strategy is a long race. It’s helpful to know the route.