RETIREMENT & LONGEVITY More and more Americans are incorporating work into their retirement years. The traditional image of retirement as a time of purely leisurely pursuits is no longer the norm for many Americans. A growing number of people over the age of 65 are choosing to remain in the workforce for a variety of […]

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Wisdom with Women – Virtual Tax Update If you missed our most recent Wisdom with Women on February 9th featuring Jeanne Sacks, CPA, CGMA, CAP® discussing an update on federal and state taxes and how they can impact you this 2021 tax season., please check out our recording of the event below:

The Markets (as of market close January 31, 2022) Stocks ended January lower as investors dealt with concerns over inflation, the prospects of rising interest rates, and the pace of global economic recovery. The start of fourth-quarter corporate earnings season in January was positive, but not as robust as was seen in December. While the […]

From the Standing Desk of Ali Criss, CFP®   Protecting Your Data & Yourself in this New Digital Age Like many of you, I have been a victim of identity theft, credit card fraud & suspicious phone calls fishing for my personal information. Days, I would even venture weeks of my life have been spent […]