Helpful Documents

This newly updated and designed 2021 Tax Planning e-book can be a valuable resource to help you stay prepared for the upcoming tax season. This year’s edition accounts for changes to the tax code due to the CARES Act and other COVID-19 legislation.

Parents and guardians of children with special needs have both immediate and long-term financial issues to consider for their children, and every child has a unique set of circumstances to attend to when crafting a financial strategy.

The SECURE Act was passed at the end of 2019, with most provisions going into effect on January 1, 2020. It can be confusing to wade through the legislation and extract the implications of these changes.

Now, more than ever, working with a financial professional is key to determining whether the SECURE Act could change your financial strategy going forward.

Click below for an overview of what to expect from this new legislation.

The countdown begins. Once the clock rolls us into 2020, tax season gets underway. The old calendar year, 2019, will have officially been put to rest.

Deductions from your paychecks and other income sources will begin counting for the New Year.

Once it’s 2020, we can celebrate and look to even better days ahead. But we dare not neglect our fiduciary obligations to the old year.

As an educator contemplating the transition from work to retirement, we understand you may have several questions about when and how you can retire. This report addresses common questions and offers strategies to help you plan for a comfortable retirement.

Review important social security information, changes implemented in 2018 and advice about when to start collecting.

The sudden stock market drop of February 2018 took many investors by surprise. The short answer to all of your questions: This appears to be a mere—although meaningful—blip on the historical radar.