Enhance Today | Enrich Tomorrow
Do a tax projection before year end. For most taxpayers it’s a matter of adding up income and subtracting personal exemptions and either standard or itemized deductions. Adjust tax withholdings for the end of the year on your paystub, or…
Thirty-one percent of non-retired respondents reported having no retirement savings or pension, including 19% of those ages 55 to 64 according to a recent survey by the Federal Reserve. Those are sobering statistics considering most individuals desire to retire in…
Our operations specialist, Grace Kvantas, was recently featured in InvestmentNews Magazine. The article explains how financial advisors can find and hire new talent since many financial advisors are nearing retirement and are unsure how to find someone younger to take…
We realize how quickly the world is changing, and with the lightning fast technologically-driven world in which we live, we understand the desire to have information in a quicker, more relevant way. In response to this, we want to describe…
1) Think long term. Where do you want your finances to be in 5, 10, or 40 years? If you constantly focus on what you want right now, then your financial future is in grave danger. 2) Don’t live a…
Education costs can be one of the most significant and daunting expenses that ever cross a parent’s path. According to a recent study by Fidelity, most families are “…on track to meet just one-third of their college savings goals.” This…
Did you know that the amount of outstanding student debt in the US increases each year? In an effort to help with the ever-increasing weight of this debt, a new income assistance payback program for federal education loans, named Pay as…
