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Speak with a Financial Expert

How to Build a Crisis-Ready Portfolio

Posted by Jim Kantowski, CFP®, CPA on May 20, 2020
Over the last 20 years, we have endured three crises that have impacted our lives and our portfolios: the Tech Bubble, the Housing Bubble and Crash of 2008, and now COVID-19. We are often asked what to do during times like this, but the reality is that your ...
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Topics: Financial Planning, Investment News

Giving Tuesday in May

Posted by Elizabeth Wolleben Yoder, CFP on May 05, 2020
You may have seen the national fundraising campaign #GivingTuesdayNow which kicks off today, May 5, 2020. What has typically been a day to kick off thoughts of holiday giving in October, has been moved up to meet the needs of non-profits during the Covid-19 ...
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Topics: Financial Planning

Coronavirus Scams on the Rise

Posted by Billy Hufnell on April 13, 2020
Amid the coronavirus pandemic, scammers are capitalizing on people’s sense of fear and anxiety with false claims that often appear legitimate. They are claiming to have testing kits for the virus, medical supplies, health insurance products, and other offers aimed ...
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Topics: Financial Planning

Quarterly Market Review - 2020, Q1

Posted by Jim Kantowski, CFP®, CPA on April 07, 2020
As the 1st Quarter of 2020 comes to a close the uncertainty of the spread of the new coronavirus is being felt around the globe, and it is unsettling on a human level as well as from the perspective of how markets respond.
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Topics: Investment News

The CARES Act

Posted by Samantha Sachs, CPA on March 30, 2020
This past Friday, the House of Representatives passed the CARES Act, and President Trump signed the bill into law. The law contains many tax law changes and much needed economic measures. Below are some of the key provisions in the Act.
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Topics: Tax News, Retirement Planning, Business Owner News

6 Best Strategies to Work Through the Crisis

Posted by Jim Kantowski, CFP®, CPA on March 24, 2020
“Am I going to be all right?” This question is what most people are trying to answer in the midst of current events. That’s completely understandable. That makes you human.
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Some Relief for Small Businesses

Posted by Bill Hufnell, CPA, CFP® on March 23, 2020
For small businesses and employers impacted by the coronavirus pandemic, there are some financial resources available to help you through this crisis.
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Topics: Business Owner News

Tax Deadlines Delayed Due to Coronavirus

Posted by Bill Hufnell, CPA, CFP® on March 23, 2020
Treasury Secretary Mnuchin announced last Friday the filing date for personal and business tax returns otherwise due on April 15th now have a due date of July 15th. So now, you don’t have to file or pay any federal taxes until the July 15th ...
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Topics: Tax News

How Should We React to Market Declines Due to the Coronavirus?

Posted by Bill Hufnell, CPA, CFP® on February 28, 2020
The financial markets have plunged this week over fears about the spreading coronavirus, erasing gains from earlier this year. After the Dow lost over 1200 points on Thursday, it was down nearly 13% off its recent high.
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Topics: Investment News

New Tax Limits for 2020

Posted by Bill Hufnell, CPA, CFP® on February 03, 2020
Many of the annual limits and tax rates are adjusted for inflation each year. The IRS recently released the inflation adjustment amounts for 2020 amounts. Note that while some of the changes may seem immaterial, sometimes even small changes can save you thousands ...
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Topics: Tax News