PA State Tax Filing Deadline Moved, Office update

In this period of change due to the COVID-19 threat, we have seen how decisions by government officials alter by the hour. As a result of this, after we sent out our announcement on Friday,

The Solo 401(k)

Do you work for yourself? Then you may want to consider the solo 401(k), which marries a traditional employee retirement savings account to a small-business, profit-sharing plan. To have a solo 401(k), you must either

Traditional Vs. Roth IRA

Do you know the difference? Traditional Individual Retirement Accounts (IRA), which were created in 1974, are owned by roughly 33.2 million U.S. households. Roth IRAs, however, were created as part of the Taxpayer Relief Act

Should You Care What the Financial Markets Do Each Day?

Focusing on Your Strategy During Turbulent Times. Investors are people, and people are often impatient. No one likes to wait in line or wait longer than they have to for something, especially today when so

COVID-19 Office Update, Mnuchin Announces Federal Tax Day Moved

Dear Clients – As we have all seen in the past few weeks the situation with the COVID-19 pandemic has been an ever-evolving situation as our government officials grapple with determining the best approach to

Coronavirus & More

The 24-Hour News Cycle moves from Impeachment to COVID-19 to the Primaries – What’s next? In recent weeks, we’ve seen several major stories in the news. On the political front, in addition to the arrival

Market Concerns: Your Questions, Answered

Often, God shows the “experts” just how little they know and how poor they are at predicting the future.  Last fall, everyone was concerned about a potential recession. Since then, fears had calmed down and

That First Distribution from Your IRA

What you need to know. When you are in your seventies, Internal Revenue Service rules say that you must start making withdrawals from your traditional IRA(s). In I.R.S. terminology, these withdrawals are called Required Minimum

Annual Financial To-Do List

Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is a good time to think about the