Broker Check


Wednesday, February 28, 2024

Keep these tax tips in mind when constructing or revisiting your financial strategy!

Wednesday, February 14, 2024

Discussing finances is crucial for a healthy relationship, though it might not be the most romantic Valentine's Day topic. Money problems often lead to breakups, emphasizing the need for open conversations.

Wednesday, January 31, 2024

Let’s talk about tax brackets. They aren’t straight across the board but graduated based on income, meaning most taxpayers fall into more than one bracket.

Thursday, January 18, 2024

If you're getting a tax refund, it could feel like a pay day and open invitation to head out on a shopping spree. We'd like you to consider a more prudent approach by using your newfound wealth in a more strategic manner.

Thursday, January 4, 2024

Starting a business sometimes comes with a learning curve that can trip you up, so it makes sense to get as many things as right as possible the first time. One important thing to address is your business tax setup.

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Monday, December 18, 2023

If you’re looking to get a bit closer to managing your money and reaching your financial goals, try these ten things that'll each take less than ten minutes.

Thursday, December 7, 2023

The fourth quarter, often marked by increased market volatility and potential year-end considerations, requires a well-thought-out investment strategy.

Thursday, November 23, 2023

There is a plethora of factors to be aware of when it comes to protecting what you’ve worked so hard to save for during hostile market environments.

Friday, November 10, 2023

If you already give to charitable organizations championing a cause you support, you can maintain your charitable habits as well as save on taxes, helping you keep more of what you worked so hard to save.

Wednesday, October 25, 2023

You’ve probably worked your whole life to save for retirement, so when it comes time to live your retirement life, don’t let the small things go forgotten! See these Social Security To-Dos to prepare.

Wednesday, October 11, 2023

As the anniversary of the Social Security bill being signed into law (August 14, 1935) approaches, we’re reminded of the intricate workings of the US tax system. Social Security, a vital program designed to provide financial...

Wednesday, September 27, 2023

While Medicare covers a lot, even covering emergency hospital visits at no cost, it doesn’t cover long-term care. Medicaid, a needs-based healthcare program for persons of all ages, covers the cost of long-term care for seniors...

Thursday, September 14, 2023

Long-term care is generally the most significant question mark when saving the optimal amount for your retirement years. It's worth looking into what you can do now and how much you need to budget to spend later on.

Thursday, August 31, 2023

Some economic indicators are suggesting that a recession is possible in 2023, while others are sending mixed signals. It's important to realize that economic fluctuations are normal, and that if we enter a recession, it is not the time...

Thursday, August 17, 2023

As you may be aware, the FAFSA form is crucial for students applying for federal student aid, including grants, work–study funds, and loans. Today, we would like to share information regarding recent changes to the FAFSA.

Friday, July 14, 2023

A traditional Individual Retirement Account (IRA) is one of the most well-known tax-advantaged retirement savings vehicles. However, you may not know that there are five different types of IRAs, each designed to serve a specific...

Thursday, June 15, 2023

As the summer travel season approaches, we wanted to share tips for those preparing for a vacation outside the U.S. Whether you're heading to Europe, Asia, or another part of the world, being prepared may help you avoid unexpected...

Monday, May 15, 2023

We all make mistakes. The key is to learn from them and try not to repeat them. Financial mistakes can be particularly costly and can have long-term implications. Throughout our careers, we’ve witnessed plenty of missteps...

Saturday, April 15, 2023

After months in and out of the headlines, the issues surrounding the debt ceiling have come into sharp focus as lawmakers work around the clock to find a resolution. There's nothing like an impending deadline to focus attention.

Wednesday, March 15, 2023

In February 2018, Jerome Powell was appointed as Chair of the Board of Governors of the Federal Reserve System. He became the 16th chair to take over the helm of the world’s most influential central bank. Among other duties ...

Wednesday, February 15, 2023

The Internal Revenue Service (IRS) has released new limits for certain retirement accounts for the coming year. After months of high inflation and financial uncertainty, some of these cost-of-living-based adjustments have reached...

Sunday, January 15, 2023

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements;...

Thursday, December 15, 2022

Delay collecting your benefits.Technically, you can begin collecting benefits at age 62, but your benefits may be significantly reduced. Instead, waiting till your "full retirement age" (FRA) may be a better option, because it's the...

Tuesday, November 15, 2022

At some point in life, just about everyone becomes a caregiver to a family member or loved one. Whether it’s due to unexpected circumstances or old age, it’s important to prepare clients in the event they have to take on...