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IRS Notice – Delayed Tax Refunds

IRS Notice – Delayed Tax Refunds

Problems at the IRS cause Nationwide Tax Refund DelayDue to new and additional problems at the IRS with their new IRS computer systems, up to 50-60% of the refunds expected to be released by the IRS on 17 Feb 2011will not released.  Most of the effected tax...

Life Insurance – You Do It for Love

Life Insurance – You Do It for Love

What's the best gift to give your loved ones on Valentine's Day??It’s called Life Insurance, but it could just as easily be labeled Love Insurance. Buying life insurance is really an expression of love. It lets loved ones know that you care so much that you’ve made...

Do I only have to use the ROTH IRA 5-year rule once?

Do I only have to use the ROTH IRA 5-year rule once?

Q: Does the establishment of ANY Roth IRA start the clock on the 5-year rule? For example, a 40-year-old establishes a Roth IRA in January 2007. In March 2012, he establishes another Roth IRA, which contains funds converted from a Traditional IRA. Could he withdraw...

7 Tips for Home Buyers

7 Tips for Home Buyers

Interest rates at favorable levels and a good selection of homes provide an opportunity for buyers. Here are a few things for buyers to keep in mind:1. Know what you can afford before you fall in love with your dream home.2. Consider additional expenses that come with...

Voted Best Accountant, Financial Planner & Insurance Agency in Wrentham 2011-2020 & Regional Favorite 2016-2020

Voted 2022 Local Businessperson of the Year in Wrentham by Alignable

Voted 2020-2021 Local Businessperson of the Year in Wrentham by Alignable

Voted Top 31 Insurance Agency in Providence RI Area

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Life Insurance – Why Now?

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