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2024 Health Care Quick Reference Guide
Financial GuidesCertain birth dates represent crucial milestones that affect your overall financial and retirement...
2024 Key Planning & Investment Deadlines for Q1
Financial GuidesDo you know what days the market closes for 2024? Or when different tax forms are due? Or when the...
Cybersecurity Monthly Newsletter December 2023
Asset ProtectionIn this issue: 3 Cybersecurity Predictions for 2024 Cybersecurity Shorts Software Updates Welcome to...
Tax-Free Income from 14-Day Augusta Rule for S Corporation Owners
Tax PlanningBradford InstituteIRC Section 280A(g), also known as the Augusta rule, states:(1) “Notwithstanding any...
What if I keep working? How will it impact my Social Security Benefits?
Retirement PlanningClients with an understanding of the correlation between earnings and benefits often inquire their...
The 10 Basic Questions of Estate Planning
Estate PlanningIt’s not easy to contemplate your own mortality, but a good estate plan can provide for your heirs,...
Travel to a Fancy Resort Hotel Where You Use Your Laptop for CE
Tax PlanningBradford InstituteTravel to a Fancy Resort Hotel Where You Use Your Laptop for CE You may have stumbled on...
Cybersecurity Monthly Newsletter November 2023
Asset ProtectionIn this issue: Beware: Work-from-Home Scams and Lead to Identity Theft Cybersecurity Shorts Software...
Why a Credit Freeze is the Best Response to a Data Breach
Asset ProtectionThe latest data breach may have you worried about your personal information. Learn about a simple step...
What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
The Smart Tax Planning Newsletter October 2023
Tax PlanningIn This Issue: Donating Clothing to Goodwill and the Salvation Army Deduct Travel by Car, Train, Plane, or...
Cybersecurity Monthly Newsletter October 2023
Asset ProtectionIn this issue: Staying One Step Ahead: How Seniors Can Avoid Cybersecurity Attacks Cybersecurity...
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What’s Your Money Archetype?
Retirement PlanningThere are eight common money behavior patterns or “archetypes” battling it out in every investor....
Last Chance Financial Planning Checklist 2023
Financial GuidesOften our financial picture and plan changes from year to year. Changes in different areas of your...
Fall 2023 Key Financial Deadlines
Financial GuidesAs we embrace the arrival of the fourth quarter, I am pleased to share with you our Fall Key Planning...
Big Tax Changes to Know for 2023
Tax PlanningWe want to bring to your attention some crucial tax changes and updates that will impact individuals and...
2023 Federal Tax Calendar for Small Business Owners and Self-Employed
Tax PlanningFor small businesses, staying on top of your tax deadlines is no easy task.Here's a helper for those...
6 Factors That Predict a Student’s College Success
Retirement PlanningSome parents are obsessed with getting their children into top-ranked schools no matter the cost....
Tax Exempt Cash Reserve for Elder Care Expenses
Retirement PlanningIf you want to be prepared for the possibility that in your later years you might need home nursing...
Important Updates Regarding Roth IRAs Under SECURE Act 2.0
Retirement PlanningWe are excited to bring your attention to some significant developments regarding Roth IRAs and the...
Q2 2023 Quarter End Securities Update
Retirement Planning: SecuritiesJoseph Maas, Synergy Asset ManagementFinancial Markets Equities. All three major...