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Keeping Up with the Joneses When Markets React

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.


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The Lowdown on Those Free Credit Scores

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Determine your potential long-term care needs and how long your current assets might last.

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Help determine the required minimum distribution from an IRA or another qualified retirement plan.

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Assess whether you are running “in the black” or “in the red” each month.

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Investment Strategies for Retirement

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A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Where Is the Market Headed?

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