And just like that, 2023 is nearing its end. We are in the process of planning for the 2024 Tax Season. You can make an appointment now for the month of February. We thank all of our beloved clients for their continued support of our family business. If you have any major financial changes occurring this tax year, we encourage you to call and make an appointment for our year-end tax planning service.
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Three important factors when it comes to your financial life.
Military families face unique challenges, making personal finance even more critical.
Five creative (and inexpensive) ideas for motivating your employees.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
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.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Every so often, you’ll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
A couple become Retirement Plan Detectives, searching records from old employers.
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Learn about cyber liability insurance in this entertaining video.
Agent Jane Bond is on the case, cracking the code on bonds.