Currently browsing:

Financial Tips

Baby Boomers Pass on Valuable Financial Lessons
October 21, 2021

As many of our Baby Boomer clients get ready to retire, some have shared valuable lessons that they have learned over the course of their careers and retirement planning. Hindsight is always 20/20, of course, and we endeavor to help clients course correct and remedy any mistakes that they might…

Read More

Government Shutdowns and Failure to Raise the Debt Ceiling: Which One Impacts Us More?
October 17, 2021

We’re pretty sure that you’ve heard all the hoopla in the media: Congress is debating an increase in the debt ceiling, reminding us that a government shutdown could result from failing to take on more debts to cover the budget. For now, the crisis has been averted. On the evening…

Read More

Be on Guard Against Coronavirus Scams
October 11, 2021

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

Did Your Retirement Plan Survive the Pandemic?
July 5, 2021

Look for a person who was unaffected by the pandemic, and you may be unlikely to find anyone. Many of us have experienced some manner of change to our financial situation, lifestyle, career, and a number of other areas of life. But for older workers, those in the final stages…

Read More

New Pandemic Habits Can Save Your Future Budget
June 21, 2021

If you’re like a lot of people, you’re probably tired of reading about how the pandemic changed the way we live. So let’s switch gears and talk about the future. While the past year has been rough on most of us, we’ve developed some new habits that we shouldn’t abandon…

Read More

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

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

Lowering Your Tax Liability with Medical Expense Deductions
February 8, 2021

For those of you who itemize your income tax deductions, we have a bit of good news. Back in December, Congress signed a new tax package into law, permanently allowing a larger income tax deduction for out-of-pocket medical expenses. Here’s how it works: You can claim out-of-pocket medical expenses that…

Read More

Recognizing the Signs of Identity Theft
December 14, 2020

One of the most insidious aspects about identity theft is that so often, victims don’t even know it has happened to them. You might go for months or years without suspecting something is wrong, only to one day discover that your credit report contains major problems that require significant time…

Read More

Have questions? Need assistance?

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

    Call (954) 598-0752 or email