Resources
15Jan 2020

Written by Dan Mules, CPA As the ball dropped and 2020 rained down on us, our minds shifted from where we’ve been to where we are heading. Many of us immediately pressed our New Year’s resolution “START” button with Olympian-style determination and vigor. Unfortunately, for the vast majority, that determination and vigor will fizzle out […]

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09Jan 2020

Written by Thomas M. Geier, CPA, CFP ®, PFS The Setting Every Community Up for Retirement Act (SECURE ACT) was approved by the Senate on December 19, 2019, and signed into law by President Trump on December 20, 2019. This legislation is primarily aimed at increasing the use of tax-advantaged accounts and preventing seniors from […]

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02Jan 2020

Written by Gregory Palacorolla, CFP® The holidays are a busy time of year. We rush around trying to get last-minute gifts, our brains are overloaded with to-do lists, and time seems to be moving faster than a runaway train, leaving us feeling overwhelmed and out of control. While this may not be the norm for some, […]

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13Dec 2019

Written by Dan Mules, CPA Debt is a nemesis to many, as evidenced by the fact that America’s total debt tops $21 trillion with roughly $4 trillion allocated to consumer debt. According to Experian, average credit card debt is $4,613 for the Silent Generation (1928-1945), $7,550 for the Baby Boomers (1946-1964), $7750 for the Gen […]

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05Dec 2019

Written by Thomas M. Geier, CPA, CFP®, PFS Make Extra Mortgage Payments A little goes a long way when you take the long-term view. Applying extra money toward your principal every month can save you thousands in interest and can cut years off the repayment period. Be sure to indicate to your lender that these […]

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