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Jericho Office

500 North Broadway

Suite 251A
Jericho, NY 11753

Blog

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...