Resources
17Jul 2019

Written by Dan Mules, CPA   We are in a constant state of reform.  Jobs change, trends ebb and flow, societal values, and priorities are modified to reflect whatever the latest “norms” are. With every passing year, we become more modernized, shaped by technological advancements, medical breakthroughs, new perspectives, more options, and a landscape covered […]

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09Jul 2019

A Timeline by Decade Written by Gregory Palacorolla, CFP ® In Your 20’s… Start putting money away for an emergency fund. You should have at least 3 month’s worth of expenses saved up. Start contributing to your employer-sponsored retirement account such as a 401(k) or 403(b). Shoot for stashing away 10% of your annual salary. If […]

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03Jul 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS Live Below or at Least within Your Means Do you really need that much house? Just because you qualify for a $400,000 mortgage, doesn’t mean you need to buy a house that comes with one. It’s probably important that you own a vehicle that can take […]

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25Jun 2019

Written by Dan Mules, CPA Chances are when you daydream about retirement, you are having visions of traveling the world, golfing, relaxing with a good book, taking the grandkids to the zoo and possibly attending wine and cheese events with friends. You, more than likely, are not dreaming of taxes and the impact they will […]

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19Jun 2019

Written by Thomas M. Geier, CPA, CFP ®, PFS First Let’s Start with the Basics. What Is a Roth IRA & What Are the Benefits of a Roth? A Roth IRA is a special retirement account that you fund with post-tax income (you pay taxes on the funds at ordinary federal and state rates). After […]

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