Resources and Information

We invite you to browse our library of articles.

What’s Your Financial Personality Type?
May 17, 2021

We all know that financial health is important. Learning to budget, spend wisely, manage credit, and save for both short-term and long-term goals (like retirement) can be the keys to preventing many missteps in life. At the same time, you need to honor your own value system and personality. What…

Read More

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

Have questions? Need assistance?

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

    Call (954) 598-0752 or email