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Can We Do More For You
When you find a small business that does great work, you gravitate toward it and begin a relationship ... one that may last for many years, enhanced by trust, friendship, and respect.We wonder, can we do more for you?The core of our...
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Can You Deduct Your Work From Home Expenses?
The pandemic changed the way a lot of Americans work, and working remotely from home is the new normal for many. If you’re one of them, you may be wondering if you should consider claiming the home office deduction on your taxes. We...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any deduction or...
Read MoreWays to Put Your Tax Refund to Work
Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more...
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Happy Year of the Snake
The Year of the Snake is almost here! The snake, one of the most enigmatic, intelligent, and wise symbols within the zodiac – this reminds us to remain measured, centered, and calm.May the coming year be filled with wisdom and...
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Jump-Start the New Year With These Year-End Planning Tips
As we approach the end of the year, it’s the perfect time to reflect on the accomplishments of the past year and focus on the opportunities that lie ahead. It’s also a great time to review your financial plan to ensure it aligns with...
Read MoreOpen Enrollment for the Affordable Care Act Health Insurance Marketplace
As a reminder, the 2025 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through January 15, 2025. Anyone looking to enroll, re-enroll, or opt out of private health, vision, and...
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6 Reasons to Include Your Children in Estate Planning
As people transition into the later stages of their lives, their thoughts inevitably turn toward the complicated matters to be addressed upon their death. Having an Estate Plan in place can significantly ease the burden of those...
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Happy Equinox!
The Autumnal Equinox approaching on September 22 is a day with 12 hours of sunlight and 12 hours of darkness. This balance of day and night serves as a reminder of the change of seasons, and heralds the coming of fall colors and...
Read More4 Ideas for Back-to-School Savings
As summer comes to an end and the excitement of a new school year begins, most parents dread the price tag associated with back-to-school shopping. And we don’t blame them! The amount of necessary supplies has climbed to new heights,...
Read MoreIt’s Time for a Mid-Year Check-In.
With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
Read MoreMedicare and Travel – What to be Aware of
Retirement evokes different dreams for everyone, but for many, travel is part of the image. If travel is part of your retirement vision, before you leave town, it’s important be aware of whether Medicare coverage will protect you...
Read MorePreparing Your Business for Crisis
One thing we all learned throughout the Covid pandemic is that life is unpredictable. That's why it's essential to have a documented Business Continuity Plan (BCP) in place to help your company stay afloat during unexpected times of...
Read MoreApril 2025: Retirement Readiness
This month’s Retirement Readiness newsletter features helpfulinformation on navigating retirement pitfalls, tips for managing healthcare costs in retirement, and common assumptions about retirement. It also includes tips on how to...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any deduction or...
Read More
Happy Year of the Snake
The Year of the Snake is almost here! The snake, one of the most enigmatic, intelligent, and wise symbols within the zodiac – this reminds us to remain measured, centered, and calm. May the coming year be filled with wisdom and...
Read MoreStudy: Hobbies Keep You Sharp
Did you know that hobbies can help you live a longer and more fulfilled life? Many scientific studies have found that having a hobby can improve your physical and mental health, keep you sharp on the job, and help your relationships....
Read MoreIs Your Internet Footprint Compromising Your Identity? Yes!
We don’t always hear about it in the news, but identity theft is on the rise. Our constant internet usage has given us a large digital footprint. And the more you’re online, the greater your risk of criminals hijacking your...
Read MoreOpen Enrollment for the Affordable Care Act Health Insurance Marketplace
As a reminder, the 2025 Open Enrollment Period for the Affordable Care Act (ACA) Health Insurance Marketplace is November 1 through January 15, 2025. Anyone looking to enroll, re-enroll, or opt out of private health, vision, and...
Read MoreProtect Yourself Against Cyber Crime
The internet makes it possible for many of us to work from home, shop, attend religious services, and stay connected with family and friends. Unfortunately, those conveniences come with risk, and cybercriminals are upping their game....
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September is Life Insurance Awareness Month
Life is an amazing journey full of challenges and triumphs. No matter where you are on the journey, preparing can be a key part of success. That’s why we are happy to remind you that September is Life Insurance Awareness Month. Life...
Read MoreIs Your Lineup Championship-worthy?
Fantasy Football – it’s a compelling and competitive game that allows you to be the owner, GM and coach of your very own football team! But first, you have to know the rules. With a myriad of complexities and endless customization...
Read MoreKeep Your Cool and Save 💰
As a financial professional, I’m always looking for ways to help clients be more efficient with their money. Now that summer’s here, staying cool can make electricity bills skyrocket, so here are some strategies to help keep cool and...
Read MoreIt’s Time for a Mid-Year Check-In.
With the first half of the year in the rearview mirror, summertime is a great chance to touch base. A mid-year financial review can help to take stock of your accomplishments thus far and uncover any needs for adjustments. It’s...
Read MoreWays to Put Your Tax Refund to Work
Saving money is a bit like eating healthy; you know you should eat your veggies, but it’s hard to resist indulging in something more fun. Like making healthy choices, a tax refund can present the opportunity to splurge. But, more...
Read More4 Ways to Help Your Kids Develop Good Financial Habits
We always hope our clients feel confident discussing money with their families. But, the truth is, talking about money can be very uncomfortable for many. Where do you begin? What’s the right age? The good news is, it’s never too...
Read MoreDon’t Shred Those Tax Documents Yet!
Once you complete this year’s taxes, you may wonder what to do with that pile of records, 1099s, receipts, and bank statements. The IRS recommends holding on to any documents related to the income you’re reporting or any...
Read More
Monthly Market Updates
For the optimists among us, we were relieved to see some good financial news in June. U.S. stocks were up for the month and the quarter, although bonds didn’t fare as well. The S&P 500 defied recession fears and a U.S. banking...
Read MoreBond Market Dynamics
We strive to keep you regularly updated with important market changes and news.Please find the Bond Market Analysis from Phil Blancato, Advisor Group’s Chief Market Strategist attached below. This update provides an overview of...
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