Category Archive for: ‘Financial Planning’

  • Why You Need Life Insurance

    Why You Need Life Insurance

    By Supal Vora We’ve all heard about the importance of having life insurance, but is it really necessary? Often, the answer is “yes,” but it depends on your specific situation. In general, you should consider life insurance protection if any of the following applies to …

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  • How to Help Adult Children Without Harming Your Own Financial Future

    How to Help Adult Children Without Harming Your Own Financial Future

    By Supal Vora Would you be willing to delay your retirement to help your child pay for their first car, college education or wedding? Increasingly, many Americans say the answer is yes. According to a recent study published by Ameriprise Financial, 1 in 3 parents …

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  • Happy 2019!

    Happy 2019! By Nirali Chokshi

     By Nirali Chokshi Amid the disorder of a government shutdown and an unstable stock market (things that we cannot control), let’s keep focus on things we can control. As people tend to have a mindset of a fresh start in the new year by working …

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  • Tax Scams Schemes Ftr Img

    Tax Scams & Schemes

    Tax Scams & Schemes The "dirty dozen" favored by criminals & cheats. Provided by Rajesh Jyotishi Year after year, criminals try to scam certain taxpayers. Year after year, certain taxpayers resort to schemes in an effort to put one over on the Internal Revenue Service …

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  • Strategies to Reduce Your Taxes

    Strategies to Reduce Your Taxes and Keep More of Your Savings

    Strategies to Reduce Your Taxes and Keep More of Your Savings By Umang Thakkar & Payal Agarwal We are living in a reformed tax world now, since the passage of the Tax Cuts and Jobs Act (TCJA) in 2017. For most of us, the effects …

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  • Plan Your Work and Work Your Plan

    Plan Your Work and Work Your Plan

    Plan Your Work and Work Your Plan By Ashish Kumar Vince Lombardi, legendary coach of the NFL Green Bay Packers once said, “Plan your work and work your plan.” It is very true that in order to accomplish anything in life, be it good grades …

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  • Crypto Ftr Img

    Crypto-What??

    Crypto-What?? By Nirali Chokshi Bitcoin, Ripple, Ethereum, Litecoin – what do they have in common? These are all types of different cryptocurrencies. You’ve heard a lot of these words in the news, articles, or amongst friends, but is this something you should get into? Should …

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  • Thinking About Finances at Diwali

    Thinking About Finances at Diwali

    Thinking About Finances at Diwali By Nirali Chokshi, CPA Happy Diwali! Diwali is one of the most auspicious celebrations for Hindus, Jains, Sikhs, and Newar Buddhists, and has many different meanings to people in addition to celebrating the triumph of light over darkness and good …

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  • insurance Application

    Your Hurricane Damage Claim

    By Mordechai L. Breier Has the insurance company denied your hurricane damage claim? Has the insurance company denied your claim for damage to your home? Did your property insurance company tell you that your deductible is higher than your damage? Did you receive enough money …

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  • Green Energy1

    Green Energy Tax Savings

    Green Energy Tax Savings By Nirali Chokshi, CPA The Earth is such a beautiful planet. We only have one to live on. If you’re paying attention to the news, you will see the government has deregulated environmental protection standards on companies. So what does this …

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