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.
Making the most of surprises is a great reason to work with us.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
However exciting retiring abroad may sound, it deserves considerable planning.
Tips on insuring your teen driver.
Even if you’re young and single, you should still consider protecting yourself.
An overview of some fundamental steps when a loved one passes.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator helps estimate your federal estate tax liability.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Check out this video to begin separating fact from fiction.
Have you explored all your options when it comes to managing your taxable income?
Imagine your ideal post-pandemic retirement with this animated video.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.