Blog and Resources

Financial news you don't want to miss.

Tax Relief Legislation in Progress
Tax Relief Legislation in Progress
February 27, 2024

Legislation that could benefit parents and business owners is currently moving through Congress. The House has passed th...

Tax Season News and Survival Tips
Tax Season News and Survival Tips
February 01, 2024

It'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
The Impact of Falling Interest Rates
January 24, 2024

Interest rates are projected to decrease significantly compared to the increases of recent years. Laurance J. Kersh, CFP...

Retirement Plan Limits for 2024
Retirement Plan Limits for 2024
January 23, 2024

Many IRA and retirement plan limits are indexed for inflation each year. Several of these key numbers have increased onc...

Q1 2024 Newsletter
Q1 2024 Newsletter
January 02, 2024

This newsletter edition contains the following articles of interest: Can Your Personality Influence Your Portfolio? Bond...