Five Tips for Finding an Accountant in South Jersey

Five Tips for Finding an Accountant in South JerseyIf you are anything like me, choosing an accountant in South Jersey is very personal thing. It’s right up there with finding a hair stylist, dentist and doctor. They all “know more ...

Merger and Joint Venture....What's the Difference?

Merger and Joint Venture....What's the Difference? One of the many services we offer is helping your company with mergers and joint ventures. However, many business owners are not 100 percent certain as to what the difference is between more ...

Ten Tax Tips for Individuals Selling Their Home

If you’re selling your main home this summer or sometime this year, the IRS has some helpful tips for you. Even if you make a profit from the sale of more ...

Tax Breaks for Going Back to School

With school either already started or about to start, what a lot of people don't consider amidst this busy time of year are the tax breaks available to parents and more ...

Cheryl Nicholson and Eugene Taormina earn advanced degrees

Cheryl Nicholson and Eugene Taormina earn advanced degrees Great news for our current and soon-to-be clients. Two of our team members have earned master’s degrees in taxation and financial planning from Widener University: Cheryl L. Nicholson, MS, CPA, co-director; more ...

May, 2014

Know What Travel Insurance Covers (and Doesn’t Cover) Before You Buy It

May 31st, 2014 When booking a trip, whether on your own or through a travel agency, you will more than likely get asked if you want to purchase ... more...

Should New Parents Buy Life Insurance?

May 30th, 2014 Purchasing Life insurance is an important decision in a person’s life–and even more so now that you have a new baby to consider. In the ... more...

How to Set Up (and Stick to) a Budget!

May 29th, 2014 Setting up a budget can be a daunting task. But sticking to that budget is even harder. Watch this video for some great advice on ... more...

The Future of Retirement Isn’t All Doom & Gloom

May 28th, 2014 We’ve heard a lot of doom and gloom about retirement over the past few years. But it may not be as bad as financial experts ... more...

When Should You Take a 401(k) Hardship Withdrawal?

May 27th, 2014 Generally, making a 401(k) withdrawal is rarely recommended. Instead, most financial advisors will recommend a 401(k) loan (if you have no other options to consider). ... more...

Must Know Financial Tips for Engaged Couples

May 24th, 2014 Congratulations! You’ve just became engaged. From setting the date, picking out the flowers, and figuring out who you want to be the best man or ... more...

Beyond the Nursery: Finances & Your New Baby

May 23rd, 2014 When you’re expecting a baby, preparations for your new bundle of joy should go far beyond picking colors for the nursery. The cost of having ... more...

The Great Minimum Wage Debate

May 22nd, 2014 There has been much debate regarding raising the minimum wage in the United States. Many small business owners have vocalized their position against higher minimum ... more...

How to Read Your Social Security Statements (and Why You Should)

May 21st, 2014 The Social Security Administration announced that they will resume Social Security Statements to workers aged 25, 30, 35, 40, 45, 55, and 60 years of ... more...

How Do You Know if You Need a Financial Planner?

May 20th, 2014 Do you need help with your long term financial goals? Do you need to know what all of your options are in investing for your ... more...