Seniors Turn to Education for Retirement Activity

The concept of retirement has evolved. Instead of focusing on the golf course and the bridge table, today's retirees are showing up on college campuses, or at least they were until the pandemic set in. Still, seniors are turning to education as one of their primary interests in retirement, and there are lots of opportunities to consider in both the real and virtual worlds.

Beware of COVID-19 Scams

COVID-19 scams are running rampant, targeting the elderly and at-risk individuals. Here are a few of the scams to watch for and tips on how you can protect yourself.

The CARES Act and You

The CARES Act is an economic stimulus package designed to help small businesses and individuals during the Coronavirus pandemic. Here are the main points that impact individuals.

We are pleased to announce that Darren Zagarola, Howard Hook, Howard Milove, and Eleanore Szymanski have all won the 2020 Five Star Wealth Manager award.

Year-End Tax Planning Tips for 2019

New tax laws made significant changes to Federal income taxes beginning in 2018. While there was no significant new legislation in 2019 affecting individual taxes, personal situations do change from year to year, thus requiring a fresh look at how to approach your year-end tax planning. Here are some suggestions.

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