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.
The History of Currency
Currency has been around for a long time. Here’s a quick history lesson.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
What’s the deal with your yearly free credit report?
Learn more about women taking control of their finances with this infographic.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Individuals have three basic choices with the 401(k) account they accrued at a previous employer.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or another qualified retirement plan.
Assess whether you are running “in the black” or “in the red” each month.
This calculator helps estimate your federal estate tax liability.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Pundits say a lot of things about the markets. Let's see if you can keep up.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Have you explored all your options when it comes to managing your taxable income?
Why are 401(k) plans, annuities, and IRAs so popular?
Check out this video to begin separating fact from fiction.