Community Blogs

Are you tired of carrying credit card debt? Alvin Carlos, CFA, CFP® shares three tips on how you can consolidate your credit card debt and get on a path towards… Read More

Wondering about Restricted Stock Units or RSUs? You’ve come to the right video. Alvin Carlos explains what they are, tax implications and how you can use them best.

While it probably seems like tax season just ended, it is never too early to do a “Paycheck Checkup” to make sure the right amount of tax is withheld from… Read More

With the school year underway by now for virtually all students in the area, many parents have setup some sort of workspace for their child or teen. Whether you setup… Read More

    If you have an old 401k because you changed jobs or you’re not fully self-employed, you might have to decide what to do with that 401(k) account you… Read More

On August 8, 2020, the President issued a Memorandum allowing employers to defer withholding and payment of an employee’s portion of the Social Security tax (i.e., the 6.2% FICA portion… Read More

While many schools are switching to hybrid or remote learning models, teachers and other educators should remember that they can still deduct certain unreimbursed expenses such as classroom supplies, training,… Read More

Given that executive function skills (i.e., time management, organization, task initiation) are vital to successful functioning on a daily basis for children, adolescents, and adults, technically most people should by… Read More

Do you wonder why the stock market continues to rise?  Is the stock market overvalued?  Watch here as I discuss two sides of this debate.

It’s always a good idea to plan for what to do in case of a disaster. Here are some simple steps you can take right now to prepare: 1. Backup… Read More

Selecting your business successor is a fundamental objective when planning your exit strategy and requires a careful assessment of what you want from the sale of your business and who… Read More

Roth IRAs are a great way to grow money tax-free. However, once you reach a certain income level, you are likely no longer eligible to contribute to a Roth IRA.… Read More