Financial Strategies For Your Future

For more than 25 years, we have helped Pennsylvania, New York and New Jersey clients grow their businesses, manage their taxes, and pursue financial security.
Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life.
January 5, 2021 ( STIMULUS PAYMENT UPDATE )
The second round of stimulus was released starting this past weekend. If you would like to know more about the status of your stimulus or would like to change the delivery method [change of address or direct deposit] please visit the irs.gov website and click "Get my Economic Impact Payment". You can also call in the dedicated stimulus phone line at 1-800-919-9835
June 29, 2020 ( STIMULUS PAYMENT UPDATE )
The first stimulus checks have mostly gone out. You can check the status of your stimulus check at irs.gov or call their dedicted stimulus phone line at 1-800-919-9835.
Rumors as to a second stimulus check are still just that, rumors. Congress has NOT YET PASSED a stimulus bill that includes more payments to taxpayers.
We will keep you updated on this site as we become aware of changes.
Newsletters
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HOT TOPIC: Should You Worry About Market Volatility?
On August 5, 2024, the S&P 500 dropped 3% from its previous close but bounced back quickly. This article explains why investors would be wise to tune out the noise of market volatility.
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The Four-Day Workweek: Is It Destiny or a Distant Dream?
Wider use of artificial intelligence is one reason that the prospect of a four-day workweek (with no loss in pay) is now being taken seriously by companies around the world.
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Birthday Benefits Quiz
This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.
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Consumer Sentiment: Do Americans See Brighter Days Ahead?
Why do policymakers pay attention to how consumers are feeling, and what’s behind Americans’ lack of confidence?
Calculators
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.