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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Two Tax-Friendly Retirement Plans for the Self-Employed
Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.
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Will You Pay a Medicare Surcharge?
The standard monthly Part B premium is $185 in 2025, but premiums for both Part B and Part D can vary based on income levels.
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ETFs Are Closing the Gap with Mutual Funds
Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
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Look Out for Observation Care
The use of observation care, during which a patient may be in a hospital room with hospital services but is not officially admitted, has raised concerns for both patients and providers.
Calculators
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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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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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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.