So here’s a fun tidbit…my father once accepted a job at Pizza Hut out of college. I NEVER KNEW THAT! When I started down the road on this concept (which I’ll explain in a moment), I knew that I would be learning things about my dad that I didn’t know. The Pizza Hut gig […]

You work from home. You have found a way to squeeze a few more hours out of the day by avoiding a commute. Congratulations! And you are saving money on rent for your office. You can save even more money for your home office by taking advantage of the home office tax deduction when filing your income […]

Phil Drudy contributed this piece on behalf of Strategic Equity Advisors. The greying of America will result in a significant transfer of wealth over the next two decades. More specifically, the transfer of a business from one generation to the next. The orderly transfer of the control of a business has spawned a cottage industry […]

The 2015 tax season is upon us. At this point in the year, many accountants are focused on preparing and filing tax documents for their clients. The following guide to tax planning deductions relating to divorce can help you minimize your tax expense. Tax Preparation Deduction Tax planning deductions include fees paid for tax preparation […]

Having a financial plan and goals is important at every stage in life. As you age and your financial situation in NYC changes, you financial plan will change as well. Life planning takes a long-term approach to setting up your finances to meet goals at every stage of your life. Life Planning in Your 20's […]

Financial life planning is an important part of creating long-lasting wealth for your family. Undergoing the financial life planning process creates a roadmap for navigating your family. Although it may seem overwhelming, there are several simple steps your family can take in order to meet your financial objectives. While the services of a certified financial […]

It is important to plan for each of financial life stages. Beginning the financial planning process early can help to ensure that you will be financially secure at retirement and have the ability to pass on wealth to future generations. Use the financial life stages guideline below to ensure you’re on track during every phase […]

Setting financial goals for a business can help your company prosper and can keep business owners focused. However, many people are unsure of which financial goals are important or how to determine the best financial goals for their company. It is important to note that all financial goals do not have to be numerical. However, […]

When you are supporting a family, life planning takes on a different meaning.  Not only are you responsible for achieving your own financial goals, you are also responsible for setting the foundation for your children. Life planning is even more important for families. The guide below can help your family create the life plan that […]