A thorough review of your financial situation should always include tax planning. Paying only your fair share of taxes – and no more – is one of our goals as...
Read More
Join Scott Dougan, Sean Lee, and Mike Sorrentino for a webinar recap of the first half of 2020 and a…
Making A Difference Surprise Video Message Dear Friends, We hope you are all well and safe. During this troubling time, it’s nice to know the little things are appreciated and...
Read More
Helpful Information for Filing 2019 Income Taxes and Proactive Tax Planning for 2020 Tax planning should always be a key focus when reviewing your personal financial situation. One of our...
Read More
SECURE ACT OF 2019 The Setting Every Community Up for Retirement Enhancement Act, or the SECURE Act, was passed by Congress in December 2019. This legislation is effective as of...
Read More
YEAR-END PREPARATIONS The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest. Deductions from...
Read More
Quarter in Review A volatile third quarter ended with global equity markets offering mixed returns. The story remained largely the same with geopolitical and trade tensions fueling volatility, while political...
Read More
Planning for Your Retirement Develop Your Income and Spending Plan Retirement! Most Americans get excited about the day they no longer have to go to work to earn an income....
Read More
Second Quarter 2019 The first half of 2019 brought very strong results for financial markets. Both equity and bond investors saw positive results leaving investors in a happy mood. The...
Read More
The New Secure Act & Proactive Retirement Planning The House of Representatives passed the Setting Every Community Up for Retirement Enhancement (SECURE) Act on May 23. The next step is to...
Read More
