How a Biden Presidency Could Impact Your Taxes

As we head into the final week of the 2020 Presidential campaign it is important to examine how a Joe Biden victory could potentially impact your taxes in 2021 and beyond. Biden’s proposed strategy is to focus on the highest earners and particularly those that make...

In Lieu of a 2020 Client Party

AS WE NAVIGATE THROUGH THE CHANGING TIDES OF THIS PANDEMIC…OUR COMMITMENT TO YOU REMAINS THE SAME… After careful consideration and in light of the ongoing Coronavirus we are saddened to have to inform everyone that we are postponing the annual Client Appreciation...

Best Financial Tips for your 20’s

20 years old. A new adult. The first few years of adulthood, independence and individuality. So many new concepts and so many unknown paths beckoning the young adults to follow. In the age of internet and “infinite knowledge”, there is a large amount of bad advice out...

Navigating Open Enrollment

Open Enrollment, which varies by company but generally takes place in the Fall, can often be a stressful time as trying to make sense of your company’s benefits can seem like a daunting task. It is an important time however, as it allows you the opportunity to adjust...

10 Things That Can Help Prepare for Retirement

 Financial security in retirement doesn’t just happen. It takes planning, commitment and, yes, money. FACTS: Only 40 percent of Americans have calculated how much they need to save for retirement. 30 percent of private industry workers with access to a defined...

Navigating Through a Recession Amid Covid-19

2020 has been a year like no other with Covid-19 having derailed all of our plans and expectations. Unfortunately, the United States is officially in a recession, ending the longest economic expansion in history. More than 40 million Americans have filed for...

Getting Where You Want to Go

When you know what you want in life and you strive to reach it, you can accomplish almost anything.  It’s easy to dream big and create goals, but how do you go about accomplishing those goals?  Below are a few steps to follow to keep you on your path: Write down all...

What to Do With an Inheritance?

There are many different events that affect us throughout our lives. One of the most heart-breaking is death. As we live our lives, it is likely that at some point we will either receive an inheritance or know someone that does. It can be a stressful time as you are...

Pay It Forward

While the COVID-19 pandemic continues to be challenging to say the least, it presents an opportunity for communities to come together and for us to give back.  Charitable giving is meaningful for a multitude of well documented reasons. In addition to helping those in...