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Cash Flow January 21, 2021 Economic and Market Update Webinar
January 22, 2021in Cash Flow 0 Comments 1 Likes

January 21, 2021 Economic and Market Update Webinar

January offers us an opportunity to reflect on the year past and consider where we find ourselves in the present. Thanks to 2020, many of us are better prepared to truly believe that anything can happen, and understand the potential …

by Caroline Gaddi
Economy Monthly Economic Update
December 7, 2020in Economy 0 Comments 0 Likes

Monthly Economic Update

Well, that was an interesting month. US financial markets seemed relieved to have Election Day behind us, with the S&P 500 index recovering from its October woes to end the month up 12.1% for the year. Interest rates remain historically …

by Suzanne Highet
Cash Flow Help Is on the Way – Understanding the CARES Act
March 29, 2020in Cash Flow 0 Comments 1 Likes

Help Is on the Way – Understanding the CARES Act

The Coronavirus pandemic is affecting us all. We’ve been staying healthy personally, but our kids have been home from school for weeks, and clients are sharing news of work furloughs, cancelled projects and closed businesses. It’s amazing how fast things …

by Sara Stanich
Cash Flow Taxi Leaving
July 11, 2019in Cash Flow 0 Comments 0 Likes

Is it time to leave NYC?

When is the last time you asked yourself this question?

If you often ask yourself this question, you aren’t the only one. In fact, according to the US Census, New York lost approximately 180,000 residents last year, more than any …

by Sara Stanich
Taxes Looking for a New Accountant? What to Ask Now
February 4, 2019in Taxes 0 Comments 0 Likes

Looking for a New Accountant? What to Ask Now

  • Tax return is now due
 

Tax season is here again, and for many of my clients, that means it’s time to reach out to your CPA – or to find one if you haven’t yet!

But if you are …

by Sara Stanich
Taxes The Difference between Marginal and Average Tax Rates
January 4, 2019in Taxes 0 Comments 0 Likes

The Difference Between Marginal and Average Tax Rates

You may have heard that the income tax rate on the highest earners is now 37%. 

Wow, does that mean if we make $500,000 we’ll pay $185,000 in federal income tax? 

Well, no. 

The rates you hear on the …

by Sara Stanich
Insurance Workplace Benefits
December 4, 2018in Insurance 7 Comments 0 Likes

The Benefits of Benefits

“My new company gave me this big packet of benefits information.  Should I sign up for the …”

  • Health Insurance?
  • Company 401K?
  • Group Life Insurance?
  • Long Term Disability Insurance?
  • Long Term Care Insurance?
  • Transit Checks?
  • Flexible Spending or Dependent Care
…

by Sara Stanich
Taxes Understanding Your Taxes When You’re Self-Employed
November 15, 2018in Taxes 1 Comments 0 Likes

Understanding Your Taxes When You’re Self-Employed

Taxes.

The word alone is enough to send most self-employed individuals running for the hills. There seems to always be some form of confusion around how to pay your taxes, or what’s expected of you by the IRS, when you’re …

by Sara Stanich
Taxes The Time for Tax Planning Is Now
August 21, 2018in Taxes 0 Comments 0 Likes

The Time for Tax Planning Is Now

If you are like most Americans, you think about your taxes annually – when you visit your accountant at tax time (or load up TurboTax in early April), but basically, avoid thinking about them the rest of the year. For …

by Sara Stanich
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