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IRA Contributions

Last week we discussed the difference between a Traditional IRA and Roth IRA. This week, we're reminding you that there's still time to make a regular...

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Retirement: IRA or Roth IRA?

National Retirement Planning week is coming up in April--April 13-17th, in fact. It is a great time to start developing your financial plan and unders...

Business Expense Tax Deductions

Did you pay for any business-related expenses last year? If so, you are in luck! Oftentimes, these out of pocket work-related expenses are tax deducti...

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Standard or Itemized Tax Deductions?

The count down is on. Less than one month until taxes are due. As you're finishing up your returns, you'll need to decide whether you're taking the st...

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National Consumer Protection Week

The first week of March marks National Consumer Protection Week. It's a great opportunity to think about how you are protected from identity theft and...

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Elmira Lecture and Book Signing

We are thrilled to announce our lecture and book signing next Thursday at my Alma Mater, Elmira College.

Social Security Taxation

Social Security is an element of financial planning that our clients are usually curious about. What will my benefits be? Will it provide what I need ...

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