Resources and Information

We invite you to browse our library of articles.

Rumor Has It: A Fourth Stimulus Payment Still Possible
May 10, 2021

After Congress passed the American Rescue Plan in March, the IRS distributed more than $379 billion in a third wave of stimulus payments. The $1400 checks were sent to those struggling the most during the pandemic, but many say the money won’t last even three months. You may have heard…

Read More

Your Retirement is Not Your Parents’ Retirement
April 19, 2021

Perhaps your parents made retirement planning look easy, but the future is looking quite different for new retirees. Numerous changes to our lifestyles, cost of living, and methods of planning all combine to make the future of retirement more challenging than it was for our parents. For one thing, there…

Read More

How to Protect Yourself Against Tax Fraud
April 11, 2021

Con artists have been taking advantage of tax season for years, filing fraudulent returns, stealing refunds, and accessing personal information for other nefarious purposes. But now, with our greater dependence upon digital tax filing systems, we all must be on guard even more than ever. Take these steps to reduce…

Read More

6 Surprises to Consider as You Prepare for Retirement
March 15, 2021

Retirement planning involves careful considerations of many different factors that may affect your life from both financial and personal perspectives. While these plans often seem to boil down to income and budget for many people, we wanted to inform you of a few things that often take retirees by surprise….

Read More

Have questions? Need assistance?

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

    Call (954) 598-0752 or email