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Friday, July 2, 2021

Have an enjoyable day celebrating our great country and those who have worked hard to make it so. Happy Birthday, America!

Friday, June 18, 2021

A special day is coming: Father's Day! A day to praise the contributions dads make and the love and encouragement they provide. How will you celebrate this Father's Day? Whether the occasion calls for quality time with the ones you...

Friday, June 11, 2021

With COVID, there were some who believed that progress on this health issue was a necessary precondition to economic recovery. In recent weeks, we have seen some promising trends emerge on the health front. The CDC is reporting the...

Sunday, June 6, 2021

Over Memorial Day weekend, gasoline prices hit the highest for this holiday weekend since 2014.1With the Colonial Pipeline outage in the rear-view mirror and an ever-increasing number of adults vaccinated, formerly cooped-up motorists...

Friday, June 4, 2021

Pride Month is here! All month long, people across the country are planning parades, events, and other community gatherings to celebrate the LGBTQ+ community.For this entire month, we honor our collective rights to live freely, love...

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Friday, May 28, 2021

Let’s take a moment to reflect, remember and honor all the brave men and women who made the ultimate sacrifice for our country. Have a safe weekend, and enjoy your time with friends and family.

Friday, May 21, 2021

When was the last time you checked your credit score? If it’s been more than a year, you may want to make a quick note to yourself to check it soon. What Impacts Your Credit Score? Over time, your credit score changes—for...

Sunday, May 16, 2021

6 Tips for Paying Off College Debt Get ahead of paying off your student loans. For many, student loans are a necessary debt—a means of paying for college and earning a degree that could potentially put life-changing career...

Friday, May 14, 2021

Are Your Financial Gifts Costing You? Know the financial gift limits to avoid unnecessary taxes. You might have heard about financial gift limitations and wondered if that’s something that applies to the financial gifts you give...

Friday, April 23, 2021

Are your financial goals well-defined? While "I want to have lots of money" may sound like a great goal, it's just too vague. How much is "lots?" If you don’t know … how will you know when you have it? And will the "lots"...

Thursday, April 22, 2021

April 22 is Earth Day, a day to do the little (and big) things to reduce your carbon footprint and support a healthy planet.There are many ways in which we can become better stewards of the Earth. We can recycle hazardous materials;...

Friday, March 26, 2021

Less than one month ahead of the traditional date, the I.R.S. has delayed the deadline for filing and paying taxes. The new deadline is May 17, 2021.1,2,3 The delay follows continued disruption from the COVID-19 pandemic and a late...

Saturday, March 20, 2021

Spring is here! And soon the landscape will turn greener and the weather warmer. Perhaps you are already thinking about what you would like to do – the trips you could take, that new look for your yard or your garden, a day at...

Tuesday, March 16, 2021

St. Patrick’s Day is fast approaching! On March 17, the annual celebration of Irish culture begins with parades, festive music, and fun from coast to coast. Celtic music, Irish pastries, corned beef and cabbage, the camaraderie,...

Friday, March 12, 2021

Just a quick reminder to make sure you set your clocks forward one hour on Saturday evening 3/13/2021 for Daylight Savings! Daylight Savings Time takes effect at 2:00 AM EST on Sunday 3/14/2021.

Monday, March 8, 2021

This year we’re celebrating International Women’s Day on March 8. In 1920, women fought for the right to vote. In 1974, single and divorced women were finally able to secure a credit card without needing a male cosigner....

Wednesday, February 24, 2021

Married? Should You File Jointly or Separately Some big changes come with getting married, and that includes your taxes. For the first time, you have the option to file jointly or separately. How romantic!While the IRS recommends that...

Thursday, February 18, 2021

Retirement Tax Strategies that Work for You Taxes are a certainty of life, but that doesn’t mean you can’t find ways to reduce what you owe to the government, especially once you retire. Consider these strategies (both...

Monday, February 15, 2021

Presidents Day is upon us. It's time to celebrate Washington's birthday and celebrate the founding of our nation. Washington said, "Perseverance and spirit have done wonders in all ages." This Presidents Day, I hope you take a moment...

Saturday, February 13, 2021

Can’t let today pass without telling you how much you are appreciated! Thank you for your business. Enjoy your Valentine’s Day!

Tuesday, January 26, 2021

If you tapped into your retirement account to weather the pandemic, you may have some tax issues to deal with come April 15. CNBC has the story @ http://cnb.cx/3c279MR

Thursday, January 21, 2021

Tax filing season will be starting a little later. The date has been pushed back to February 12, 2021 instead of starting in mid-January. CNN has the details @ http://cnn.it/2NejyCZ

Wednesday, December 30, 2020

Wishing you a Happy & Healthy New Year!

Wednesday, December 23, 2020

Wishing you and your family a wonderful Holiday Season!

Thursday, December 17, 2020

Fed keeps rates near zero amid fragile recovery. CNN has more @ http://cnn.it/37qR40y

Wednesday, December 16, 2020

The FDA has granted emergency authorization to over-the-counter, at-home COVID tests. Axios has the details @http://bit.ly/3qZ0acK

Wednesday, December 16, 2020

The COVID-19 vaccine has some routine side-effects, but the good news? It means that the vaccine is working. CNBC has the latest @ https://cnb.cx/3gxc60z

Thursday, December 10, 2020

Once the COVID-19 vaccine rolls out, the economy will get a boost, but it might not feel like it for a while. CNN has the story @ https://cnn.it/2VStraD

Thursday, December 10, 2020

As negotiations continue on the next COVID-19 stimulus package, federal student loan payments may be paused until May 2021 . CNBC has the story @ https://cnb.cx/3m8oXYk

Friday, October 16, 2020

Monday, September 28, 2020

Yahoo! Finance reports that existing home sales have risen to a 14-year peak. https://yhoo.it/35YXGmo

Friday, September 18, 2020

Friday, September 11, 2020

The coronavirus crisis has altered how 13 million college students feel about their financial future. CNBC has the latest @ https://cnb.cx/2FfWM9V

Saturday, August 22, 2020

FINANCIAL REVIEW CHECKLIST

Thursday, August 20, 2020

The stock market closed August 18 with its first record high since the pandemic. CNN Business has the story @ https://cnn.it/2Q8ghUg

Wednesday, July 22, 2020

Fox Business looks at reasons a retiree might want to delay claiming Social Security. More @ https://fxn.ws/3jqN83N

Wednesday, July 1, 2020

Questions about rolling over? IRA or Roth? A look at these questions from MarketWatch @ https://on.mktw.net/2AhBQxf

Wednesday, June 24, 2020

Yahoo! Finance reports that 30-year mortgage rates moved below 3% for the first time. @ https://yhoo.it/2CA6Mtn

Tuesday, June 9, 2020

Will the COVID-19 pandemic obstruct your path to home ownership? More from MarketWatch @ https://on.mktw.net/37jbZkv

Monday, April 20, 2020

Whether you choose to pursue a degree, audit a class, or learn a new skill or craft in retirement, the benefits of ongoing education are numerous. In fact, a growing number of studies indicate that people who further their education,...

Tuesday, April 14, 2020

THE FINANCIAL LITERACY CRISIS Imagine driving a car without a basic understanding of the rules of the road or even how to operate it. Scary thought. Here’s another scary circumstance – one that is all too real. Many...

Wednesday, April 8, 2020

The Roaring 20’s It is crucial for investors in all age demographics to be aware of the upcoming changes and events that will affect retirement portfolios in the near future. One major event that will be occurring later this year...

Tuesday, April 7, 2020

The coronavirus pandemic has affected virtually every facet of American life and severely impacted the markets and economy. Congress and the federal government have acted to help individuals and businesses get through this difficult...

Tuesday, April 7, 2020

Dear Clients, As I’m sure you are aware Governor Baker has ordered a Public Health Issue 'stay-at-home' advisory for all non-essential workers. Given this new mandate we will have limited access to the office. However, we will...