Coronavirus is turning a positive corner and things ar looking up! Staying positive in month three of 2021.
It's tax season and it's important to work with your CPA and us to know if you can contribute any more to your IRA this year, you may have had an increase or decrease in your monthly income that could impact your finances or taxes, or you had a birthday that may affect how much you can contribute to your Retirement account.
Let us and your CPA help you in navigating the tax season.
We have a new team member! WELCOME ADMINISTRATIVE ASSISTANT JASMINE MALDONADO!!!
As always feel free to reach out to us if you have any questions or need any assistance. We’re just a phone call or video chat away.