Financial Advisor

  We believe taxes are a year-round concern. Any major life changing event or financial decision can have tax consequences that

As a local CPA firm in Plymouth, we find our role above and beyond tax preparation also involves tax planning and educating

We designed this pyramid as a way to help clients visualize their financial health and the various pieces that make up

Coronavirus has impacted many of us. The job landscape has changed. Some of it may be permanent. For high school aged

Tax Preparation vs. Tax Planning: The Great Debate Well not much of a debate, really. Although based on how I see

Retiring When the Time is Right Too often, retirees solely focus on whether they have the appropriate amount in savings when

Exchange Traded Funds (ETFs) came on the scene in the 1990s and have since gained tremendous popularity. ETFS provide a way

Many people who have lost their jobs or saw their hours reduced due to the Covid pandemic have been receiving unemployment.

Covid-19 has had a major impact on almost everyone’s life. Even daily tasks have been affected. I can’t tell you how

There has been talk of a possible second wave of stimulus checks or other form of financial relief for Americans during