IRS Extends Tax Filing and Payment Deadline
On March 17, 2021, the IRS announced that the federal income tax filing deadline for the 2020 tax year has been extended from April [...]
Market Updates – February 28, 2021
Markets Rebound in February After a weak January, equity markets rebounded in February, despite some late-month volatility driven by a spike in U.S. interest [...]
How We Protect Your Personal & Financial Information
As your financial advisors, safeguarding the personal and financial information you have entrusted to us and our team is of paramount importance. Of the [...]
Tax Season Scam Alert
With tax season upon us, many of us are busy gathering the appropriate documents, meeting with CPAs, and ensuring that relevant tax deadlines are [...]
Market Update – January 31, 2021
Mixed start to year for markets Markets took a bit of a break to start the year, as volatility pulled back earlier gains. The [...]
10 Common Retirement Mistakes
In a sense, you have been planning for your retirement ever since you started working. Maybe you’ve been contributing to a 401(k) plan, or [...]
Your Guide to Medicare Planning
Did you know that the total projected lifetime health care costs (excluding long-term care) for the average 65-year-old couple retiring this year are expected [...]
2020 Q4 Newsletter
Moving Forward At last we bid farewell to 2020; a tumultuous year of unbelievable events and unprecedented circumstances. Despite abundant challenges, global financial [...]
Market Update – Dec 31, 2020
Strong December caps off solid year for markets Markets continued to rally in December. The Nasdaq Composite led the way with a 5.71 percent [...]
A Financial Checklist You Can Handle
Starting fresh is always a great feeling, but the scale of what we set out to accomplish at the beginning of the year sometimes [...]
