A financial advisor is a professional with the acumen for developing, implementing, and maintaining finances. These professionals are best in making decisions concerning money, such...
Posted by CORE PERFORMANCE on 06/10/2022
If you've taken a break from the Required Minimum Distributions (RMDs) in 2020 due to the CARES Act, we hope you had a great vacation and are ready to come back and update your...
Posted by CORE PERFORMANCE on 12/10/2021
There are currently over 1,600 different cryptocurrencies in the world. However, Bitcoin is the most popular cryptocurrency at the moment, with approximately 32 million Bitcoin wallets...
Posted by Elliot Kravitz, ATP on 06/18/2021
When it comes to filing income tax returns, getting the lowest tax liability is not just about skill, it's about what you know. Unfortunately, many taxpayers lose deductions and...
One of the most vital parts of financial planning is life insurance. It is essential for people of a higher age as it helps them ensure their loved ones are in good care once they...
Your estate planning is not completed without the medical power of an attorney. Also called the durable power of attorney, it is a legal document that authorizes someone to take some...
Posted by Elliot Kravitz, ATP on 06/22/2020
It’s common for women in their sixties to feel insecure financially as they approach retirement. It’s stressful enough to plan for retirement, facing additional challenges...
When you receive an inheritance, regardless of the amount, you need to understand how to get the most out of it. Depending on who left you the inheritance, you may have different emotions...
Posted by Elliot Kravitz, ATP on 06/11/2020
In recognition of the vital work done by family caregivers, the Economic Security Project (ESP) aims to benefit from the reimbursement of the cost of living, an extension of the tax...
Posted by Advanced Accounting & Tax Planning on 04/20/2020