Monday, April 1, 2024

Most American workers who earn wage income and pay Social Security taxes via withholding receive Social Security benefits at some point in retirement. While the Social Security Administration has tried to make the process easier to...

Monday, April 1, 2024

Financial literacy is essential for your personal financial health and even more crucial for the financial health of your small business. Being a small business owner comes with many responsibilities, one of which is maintaining the...

Monday, April 1, 2024

National Financial Advisor Day is a celebration on April 18 of each year. This date is a time to explore the world of financial professionals and understand how they may help you navigate the complexities of managing your money....

Monday, April 1, 2024

A 2022 Gallup Poll found that 58% of all adult Americans own stock. The top 1% owns more than half the total amount invested among those who own stock. 1 Making investing possible for your children, nieces, nephews and other loved ones...

Friday, March 1, 2024

For profitable small businesses, paying quarterly estimated taxes is part of the tax process to potentially avoid penalties at the end of your fiscal year.

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Friday, March 1, 2024

As one approaches retirement, monitoring your financial situation by understanding your net worth and assessing the assets and resources needed to maintain a comfortable lifestyle throughout retirement is vital.

Friday, March 1, 2024

As age 73 nears, it is critical that you begin considering how you want to handle the required minimum distributions (RMDs) you are obligated to withdraw from your tax-advantaged retirement accounts, including 401(k)s, 403(b)s, 457s,...

Friday, March 1, 2024

The cost of long-term care can vary widely based on location (both city and state) and level of care needed. However, one thing is for certain: with 7 in every 10 people requiring long-term care at some point.

Friday, February 16, 2024

Tax season can be a stressful time for many people, especially if you're not fully prepared. However, with some advance planning and preparation, you can take steps to mitigate your tax bill for the upcoming year.

Friday, February 16, 2024

April 18 tax deadline –The due date is April 18, instead of April 15, because of the Emancipation Day holiday in the District of Columbia.

Monday, May 15, 2023

Wouldn’t it be wonderful to look at your bank account and think, “WOW! I’ve got way too much in there!” That’s actually true for many people (although they might not recognize it). While it’s...

Friday, May 5, 2023

With the summer months right around the corner, it might be time to start thinking about your next vacation. Traveling can be expensive, with seemingly-endless costs for food, accommodations, airfare, and activities adding up quickly....

Friday, April 21, 2023

Hearing stories on the news or even from people we know about unexpected medical costs that have derailed someone’s finances is not uncommon these days. Many of us have a fear of something like that happening and, the unfortunate...

Friday, April 7, 2023

As a couple, talking about money can be one of the most difficult conversations you have. It touches on so many areas of life that are often personal and emotional.  But having these conversations is essential to ensuring...

Friday, March 17, 2023

Spring is the perfect time to tackle home improvement projects. Whether you’re sprucing up the yard, painting your walls, or remodeling a room, springtime is the ideal season to get started. But home improvement can also be...

Friday, March 3, 2023

Financial planning is an important part of life for everyone, regardless of your age. But it’s important to recognize that different generations have unique financial needs and goals. If you’re considering financial...

Friday, February 24, 2023

When it comes to our finances, stress and anxiety can be a major barrier to getting the help we need. We might not even realize how much fear is holding us back from taking the necessary steps to secure a better financial future. It's...

Friday, February 10, 2023

In the United States, an estimated $40 trillion will be passed down from one generation to another in the next 40 years. Unfortunately, 80% of all inheritances are spent within ten years!How can you avoid this pitfall? And what should...

Friday, February 3, 2023

Your estate may be worth a little or a lot, but there’s no escaping death and taxes. Many people procrastinate their estate planning, but planning ahead is one of the most important choices you can make for your loved ones.

Friday, January 20, 2023

The reality of investing is that it is your own personal journey and it takes patience. Ready to start your investment journey? Let us help you create your individual, unique plan.

Friday, January 6, 2023

The SECURE 2.0 Act, was enacted at year-end on December 29th, 2022. It seeks to reform how Americans prepare for retirement while juggling current spending needs. How, when, or will each of us retire?