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Jericho Office

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Suite 251A
Jericho, NY 11753

Blog

Friday, May 14, 2021

The stock market has its ups and its downs – it’s a lot like life that way. Another similarity? How you navigate the speed bumps you encounter along the way determines how successful your journey will be.During a round of...

Saturday, February 20, 2021

Tax time is upon us and that means gathering all of your documents needed and getting them in one place to make filing your taxes as easy as possible. We thought it would be helpful to send along this handy checklist to help with that...

Saturday, February 6, 2021

As an entrepreneur, you may have spent years learning your craft, developing your abilities and growing your business. In fact, it’s probably fair to say that by now, you’re an expert! But unless your business specializes...

Saturday, January 30, 2021

Our newsletter this month features a few facts we think may surprise most folks when it comes to retirement, highlights some uncertainties we all face that can erode our sense of confidence, touches on common mistakes you can avoid...

Friday, January 29, 2021

Insurance: we all hope to not need it, but wouldn’t want to be without it when we do. Car insurance, health insurance, life insurance, home insurance… you and your spouse probably  have most – if not all –...

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Monday, January 18, 2021

In late December, Congress passed a $900 billion stimulus package, which included $600 checks to qualifying citizens. We wanted to send along some highlights from the bill which include:Stimulus Payments. The IRS and the Treasury have...

Monday, January 18, 2021

Each fall the Treasury Department announces inflation adjustments to tax-advantaged retirement accounts and income limits for the following tax year. They recently announced contribution limits and changes for the 2021 tax year.For...

Monday, July 20, 2020

Dear valued client, The pandemic is here and we’ve found ourselves in bear country without enough toilet paper. When markets fall as rapidly as they have over the last few weeks and the country is going into lockdown, it’s...

Thursday, May 16, 2019

What’s with the dog you ask? Here is the story. I’ve worked closely with educators for many years, so I understand just how hard it is for you to find time to focus on your retirement. You arrive at school early, leave late...

Thursday, May 16, 2019

According to an article written for InvestmentNews that states that many firms have been cutting service to smaller accounts in order to reduce costs, thus creating an orphaned account. Orphaned accounts are accounts that were...