Tax Season Scam Alert

Tax Season Scam Alert

To help you steer clear of this year’s top tax scams, learn the red flags to watch out for—along with some timely filing reminders With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax...
Your Guide to Medicare Planning

Your Guide to Medicare Planning

We’ve assembled a Medicare planning guide detailing who is eligible, which services are covered, and how to avoid potential penalties. Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple...
Last-Minute Charitable Giving Opportunities

Last-Minute Charitable Giving Opportunities

Thanks to tax-efficient giving incentives in the CARES Act, you can make the most of your charitable donations this year. December is the “giving season,” when many people consider using their wealth to help others. Because of the urgent need for generosity presented...
Solutions For Managing Student Loan Debt

Solutions For Managing Student Loan Debt

Managing student loan debt has become one of the biggest financial planning challenges for many. In the U.S., student loan debt rose to $1.51 trillion last year, according to the Federal Reserve Bank of New York. So, if you or family members are dealing with the...
Are You an Intelligent Investor?

Are You an Intelligent Investor?

Considered “the father of value investing,” Benjamin Graham wrote The Intelligent Investor more than 70 years ago, and the principles in his book are still highly respected today. Investing legend Warren Buffet, who studied under Graham, called The Intelligent...
Year-End Financial Planning Checklist

Year-End Financial Planning Checklist

10 Suggestions to Help You Stay on Track Although 2020 has been a year of unexpected changes, one routine has remained consistent: the fourth quarter means it’s time to begin organizing your finances for the new year. To help you get started, here’s a checklist of key...