Key Financial Data 2024

Key Financial Data 2024

If you are interested in the new numbers affecting 2024 taxes, retirement contributions, health savings, Medicare, and more, please read or download the PDF below to have on hand. As always, do not hesitate to call our office or email us with any questions.

Insights Regarding Inflation

Insights Regarding Inflation

An economic reality on the minds of many these days is inflation.  Due to a worldwide pandemic, our economy was largely shut down.  Subsequently, money was distributed to the American people to avoid recession.  Now the challenge is that as demand...

The Planning Process

The Planning Process

While the federal and local elections have been a primary focus for many of us lately, we thought this would be a good time to remember and review the core purpose and value of the work we provide:  Financial Planning.  There are many things we cannot...