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245 Waterman St Ste 504A Providence, RI 02906

Phone:

  • Toll Free: 1. 888. 277. 5968
  • RI: 401. 453. 5550
  • TX: 972. 563. 8990

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Flipbooks

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Videos

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Transcript

Newsletters

  • Beneficiary Designations: Who Gets the Money?

    It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

  • Key Retirement and Tax Numbers for 2026

    This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • HOT TOPIC: The Iran War, the Economy, and Your Portfolio

    This article looks at the economic impact of the war with Iran, including rising oil and gas prices and the potential effects on inflation, investments, and the broader economy.

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Calculators

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

  • Cash Flow Analysis

    This Cash Flow Analysis form will help you weigh your income vs. your expenses.

  • Credit Card Debt

    How Long Will It Take to Pay my Balance?

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