June 15, 2017. By Lori Patterson: There are many emotions that accompany a job change. Excitement and anxiety tend to top the list as you mentally prepare for a new addition to your resume. When in the midst of a career move, you may be busy buttoning up old projects,...
March 16, 2017. By Ashley Agnew: The process of divorce can be described as emotional, exhausting, and even tumultuous. Couples who are fortunate to sustain an amicable experience throughout the entire process are a rarity. By the time the day comes to sign an...
March 9, 2017. By Courtney Faria: As we find ourselves yet again in the full-swing of tax season, we would like to post a friendly reminder regarding the distribution of your tax documents. Rest assured that we will deliver any applicable forms in a swift and...
January 11, 2016. By Jennifer Wolfsberg: Winter is upon us in the northeast, and it is all-the-more attractive to move to a warmer climate during retirement for mental and physical well-being. One of the difficult considerations we see with clients when they make the...
December 15, 2016. By Olga Okaty: One of the most prominent topics President-elect Donald Trump discussed on the campaign trail was his plan to cut taxes. Several Republican Congressmen have presented similar tax proposals over the last few years, and with Mr. Trump...
December 9, 2016. By John Wolfsberg: Choosing a financial professional is an important process that requires careful thought and due diligence. One of the most important financial professionals in our clients’ lives is the Certified Public Accountant (CPA). As the tax...
