Tax Preparation, Insurance, Payroll, Medicare and Business Advisement in Jamestown NY
What You Need to Know As Medicare’s Annual Enrollment Period (AEP) approaches, from October 15 to December 7, it’s time to review your healthcare needs and make adjustments to your Medicare plans. Whether you’re considering joining, dropping, or … [Read more...] about Getting Ready for your Annual Medicare Enrollment Period
Disposing of old electronics like TVs, cell phones, and computers can be challenging, but there are plenty of responsible options. Many of these items still hold value and can be traded, sold, or recycled. Here’s a guide to help you properly dispose … [Read more...] about How to Responsibly Dispose of Your Old Electronics
Take Steps to Reduce Your Risk September marks World Alzheimer’s Month, a global initiative to raise awareness, educate, and support those affected by dementia. While you can't change your age or genetics, you can take proactive steps to lower … [Read more...] about September is World Alzheimer’s Month
Secure Your Family's Future September is Life Insurance Awareness Month, a reminder of the vital role life insurance plays in protecting your family’s financial future. Life insurance is more than just a policy; it's a safety net that ensures your … [Read more...] about September Life Insurance Awareness Month
New Regulations Impacting Required Minimum Distributions (RMDs) Recent changes in tax law have brought significant updates to the treatment of Required Minimum Distributions (RMDs) from qualified retirement plans. The Treasury Department and IRS … [Read more...] about Keeping You Informed on the Latest RMD Update
Planning for life after death is challenging, but addressing it now can greatly benefit your loved ones. A life insurance policy is one of the best ways to prepare your family for the future. Life insurance covers a variety of expenses, easing the … [Read more...] about What Does Life Insurance Cover?
