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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Time for a Spring Cleanup: Organizing Your Financial Records
Spring is a good time to clean out and organize financial records. This article offers guidelines on how long different types of records need to be retained.
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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Debit or Credit — What’s the Difference?
This article explains why it may be better to use a credit card for certain transactions, as long as the bill is paid on time to avoid interest charges.
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Home Energy Tax Credits
There are two separate federal tax credits available for home installation of certain energy efficient or clean energy property. Learn more.
Calculators
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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.
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Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.