Happy 2023 ! We are hoping you are having a healthy start to this new year. It's been over 1000 days since COVID-19 shut down our country. We are also hoping this tax season is NOT like the last three tax seasons. We are back to being fully staffed and looking forward to helping our clients in all of the financial needs.
Again, we want you to 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.
How Income Taxes Work
A quick look at how federal income taxes work.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Countering Counterfeit Currency
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Coverage checkup. Is disability coverage from your employer enough?
With the current landscape creating changes—and challenges—for everything from our day-to-day routines like the way we shop for necessities to employment risks and realities, the need for self-care has never been more important.
Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Here’s a list of 8 questions to ask that may help you better understand the costs and benefits of extended-care insurance.
Reduce your tax liability in retirement.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Estimate how much you have the potential to earn during your working years.
This calculator will help determine whether you should invest funds or pay down debt.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help determine whether it makes sense to refinance your mortgage.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Check out this video to begin separating fact from fiction.
Here are five facts about Social Security that might surprise you.
Have you explored all your options when it comes to managing your taxable income?
What is Life Insurance? Part 1