INSURANCE NEEDS ASSESSMENT: FOR EMPTY NESTERS AND RETIREES With the children now out of the house, financial priorities become more focused on preparing for retirement. At this stage, you may very likely be at the height of your...Read More
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INSURANCE NEEDS ASSESSMENT: MARRIED WITH CHILDREN A growing family, by definition, means growing financial obligations — both in the present and in the future. Raising children can increase your insurance needs and heightens the...Read More
INSURANCE NEEDS ASSESSMENT: WHEN YOU'RE NEWLY MARRIED Marriage changes everything, including insurance needs. Newly married couples should consider a comprehensive review of their current individual insurance coverage to determine if...Read More
INSURANCE NEEDS ASSESSMENT: WHEN YOU'RE YOUNG AND SINGLE The transition to adulthood is an exciting new stage that marks true independence. You may have graduated from college, taken your first job, and even rented your first apartment...Read More
Recently, the Internal Revenue Service (IRS) announced that tax season will start a little later than usual. This year the IRS will begin accepting and processing 2020 tax returns on Friday, February 12, 2021.1In light of the December...Read More
TAXREAD TIME: 3 MIN HOW TO APPEAL YOUR PROPERTY TAXES Between 30 percent and 60 percent of taxable property has an inflated assessment, which may lead to higher property tax bills. Moreover, typically fewer than 5 percent of taxpayers...Read More
The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement. However, difficult times may open doors to new possibilities. Businesses are changing...Read More