Resources and Information

We invite you to browse our library of articles.

Coronavirus and Your Future Social Security Benefits
May 18, 2020

As we all continue to gauge the impact of coronavirus upon the national and global economies, some analysts are looking forward to the more distant future. While it’s difficult to predict everything down to the last dollar, it is looking like we may continue to see economic impacts for a…

Read More

Be on Guard Against Coronavirus Scams
May 11, 2020

Falling victim to a scam is the last thing you need right now. Unfortunately, there will always be con artists who prey on innocent people during times of duress, so your best defense is to learn the signs of a scam and be on guard against them. Economic impact payment…

Read More

Planning for the Cost of Healthcare in Retirement
April 13, 2020

With regard to your budget in retirement, healthcare continues to be one of the most important expenses you should consider. As we’ve watched the course of the coronavirus outbreak, we are all reminded that most health conditions impact seniors more significantly than any other group. And, of course, that impacts…

Read More

The Deadline for Federal Income Tax Returns Has Been Extended
April 6, 2020

During most years, many of us rush to complete our federal income tax returns at the very last minute. This year, the stress feels more pressing than usual, with many of us under both personal and financial pressure due to the coronavirus epidemic. Fortunately, the IRS has responded to the…

Read More

Have questions? Need assistance?

Use the form below to contact us or request an appointment.

Call (954) 598-0752 or email