Retirement Education

Retirement Education It’s never too early to start saving for your retirement – but it can be too late. Find out why you need to start saving for your retirement now in this video. Contact us today to learn more.


2021 Tax Rates and Deductions

The New IRS Tax Rates and Deductions for 2021 Although a year away, your 2021 tax planning should have already started Amidst all the pandemic news and 2020 election drama, many might have missed that the IRS also quietly published new 2021 tax…


Financial News for the Week of January 15, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK President-elect Biden unveiled a proposal for a new relief package this week. The $1.9 trillion plan includes additional one-time stimulus checks, unemployment benefit supplements and funding for state and…


Financial News for the Week of January 8, 2021

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Unprecedented events rocked the U.S. Capitol this week. Ultimately, Congress certified Joe Biden as the next President and President Trump agreed to a peaceful transition of power. The Democrats took control of…


Financial News for the Week of December 18, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Prospects for fiscal stimulus drove volatility in equity markets this week. Policymakers are reportedly closing in on a much-needed relief package following several months of gridlock. Economic data released…


Year End Financial Check List for Working Professionals

Year-end Financial Checklist for Working Professionals

Year-end Financial Checklist for Working Professionals Set yourself up for success in the new year with a financial checkup. Here are some essential year-end tax, planning, and financial housekeeping items to consider. 1. Maximize contributions to…


Estate Planning

Estate Planning Must Dos

Estate Planning Must-Dos 12 Estate Planning Activities to Consider Many of you already have estate documents, probably executed many years ago. You need an estate attorney to look over your documents every 10 years or so. Here are a dozen points to…


Financial News for the Week of December 11, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK The S&P 500 edged lower this week on the back up in weekly jobless claims and sentiment that negotiations over the additional relief package have come to a standstill. On the economic front, besides jobless…


Financial News- December 4th 2020

Financial News for the Week of December 4, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK Financial markets remained upbeat this week, looking past the near-term risks associated with the ongoing health crisis. Economic data delivered a mixed bag. Both ISM activity indexes remained in expansionary…


Financial News- November 20, 2020

Financial News for the Week of November 20, 2020

FINANCIAL NEWS HIGHLIGHTS OF THE WEEK COVID-19 concerns took center stage again this week as cases surged to new daily records. This overshadowed optimism on vaccine progress and mostly positive economic data, with U.S. equity markets trending…