Planning

With the New Year here, now is the perfect time to make some financial resolutions to help you ring in 2012 with confidence. While increasing savings and decreasing spending are always important [...]

By Steve Barlotta, CPA Last week I alerted my followers on LinkedIn and Twitter that a compromise had been reached to extend the Social Security payroll tax cut through the first two months of [...]

By Steve Barlotta, CPA As mentioned in last week’s blog, the collapse of Congress’ deficit-cutting committee has caused major uncertainties among taxpayers on how to plan for the end [...]

One out of every 26 American families include at least one special needs child, and their financial planning is especially complex. In this month’s podcast, Michael Steiner, CPA, CFP, sheds [...]