Blog and Resources
Financial news you don't want to miss.
Q2 2024 Newsletter
April 11, 2024This newsletter edition contains the following articles of interest: Key Retirement and Tax Numbers for 2024 Extreme Wea...
Tax-efficient Investing Strategies
April 11, 2024Are you looking to maximize your investment returns while minimizing your tax burden? In this video, Laurance Kersh, CFP...
Can Productivity Keep Driving the U.S. Economy?
March 05, 2024Productivity of U.S. workers increased by 2.7% in 2023 — well above the average annual rate of 2.1% since the end of Wor...
Tax Relief Legislation in Progress
February 27, 2024Legislation that could benefit parents and business owners is currently moving through Congress. The House has passed th...
There's Still Time to Fund an IRA for 2023
February 15, 2024The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2023. If you had earned ...
Tax Season News and Survival Tips
February 01, 2024It's not easy to keep up with complex tax laws that always seem to be changing, much less figure out how they might affe...
The Impact of Falling Interest Rates
January 24, 2024Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...
Retirement Plan Limits for 2024
January 23, 2024Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased onc...
Q1 2024 Newsletter
January 02, 2024This newsletter edition contains the following articles of interest: Can Your Personality Influence Your Portfolio? Bond...
Transfer of Clean Vehicle Tax Credit to Dealer as Payment for the Vehicle
December 18, 2023Federal tax credits may be available to help offset your cost to purchase certain clean vehicles (including electric, pl...