Summer has come and gone here at the Jersey Shore. We are steaming toward Tax Season 2027. But before we get there, we are finishing up the extended returns from Tax Year 2025. We suggest you call our office in December to secure your in person appointment for the upcoming tax season. We thank you all for your continued support of our family business.
Again, we want you to stay aware of the scammers! They are out in force. The IRS, NJ or Social Security will NOT email or call you asking for bank information. Do not click on any emails from an alleged government agency or bank. We strongly suggest deleting all emails asking for information or asking you to download or open a document.
Helpful Content
How Long Will Your Money Last?
See how long a lump sum of savings could last based on your withdrawal rate and return.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
The Many Ways to Measure Inflation
Different inflation indexes may tell different stories. Here's what that could mean for you.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Social Security Fairness Act's New Chapter
Learn how the Social Security Fairness Act boosts benefits for eligible public sector workers and their families.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
View all articles 
College Savings
See how much you may need to save now to cover future college costs for your child.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
How Compound Interest Works
Explore how compound interest can grow your money over time with this interactive tool.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What Is My Net Worth?
Get a snapshot of your overall financial picture by calculating your total net worth.
IRA Income
Estimate the potential monthly income your IRA balance could generate in retirement.
View all calculators
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?