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Speak with a Financial Expert

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

8 Ways the SECURE Act Could Impact You

Posted by Bill Hufnell, CPA, CFP® on January 03, 2020
Congress passed some significant tax legislation as it recessed for the holidays. One of the new meaningful laws passed on December 19 is the Setting Every Community Up for Retirement Enhancement Act of 2019, otherwise known as the SECURE Act.
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Topics: Financial Planning, Tax News, Retirement Planning

With Tax Planning, It Pays to Think Ahead

Posted by Bill Hufnell, CPA, CFP® on November 07, 2019
We are always thinking taxes Most people only review their tax situation at the end of the year and only consider the current year’s tax planning. Yet decisions you make throughout the year will impact your taxes, and to get the most benefit from tax planning, you need to consider ...
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Topics: Financial Planning, Tax News

Quarterly Market Review - 2019, Q3

Posted by Jim Kantowski, CFP®, CPA on October 18, 2019
 
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Topics: Investment News

Golfing for Youth Empowerment

Posted by Samantha Winogrond, CPA on September 23, 2019
Jim was excited to golf alongside Andy Schindling in the 2nd Annual TCP Golf Tournament. Andy is the Founder & Executive Director of The Complete Player Charity, which aims to ...
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Topics: Giving Back

What does a Yield Curve Inversion mean for Investors?

Posted by Jim Kantowski, CFP®, CPA on August 21, 2019
Bond yield curves change as markets digest new information. Does an inverted yield curve tell investors anything meaningful about the timing and direction of equity market moves? What is a yield curve, and why are stock investors ...
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Topics: Investment News