Community Blogs

2020 has given us a formidable reminder of what volatility feels like. If you’ve been able to persevere as an investor, you are now enjoying the U.S. stock market’s all-time… Read More

While many taxpayers already know about Individual Retirement Arrangements, or IRAs, and have set up an IRA with a bank or other financial institution, a life insurance company, mutual fund… Read More

SJ’s Strategies for Thanksgiving During a Pandemic Thanksgiving this year is likely to look a lot different for many people. Here are a few tips for making the most of… Read More

Several end-of-year tax planning strategies are available to business owners that can be used to reduce their tax liability. Let’s take a look: Deferring Income Businesses using the cash method… Read More

Deciding to hire a financial advisor can be a big decision.  Once you’ve decided to hire a financial planner, finding the right one to fit your needs can be challenging.… Read More

General tax planning strategies for individuals include accelerating or deferring income and deductions, as well as careful consideration of timing-related tax planning strategies concerning investments, charitable gifts, and retirement planning.… Read More

You can now order your favorite local restaurant from a local delivery service – 301 Delivery. The Gaithersburg-Germantown Chamber of Commerce (GGCC) conducted a COVID-19 ribbon-cutting ceremony on November 6.… Read More

Many people assume tax planning is the same as tax preparation, but the two are quite different. Let’s take a closer look: What is Tax Preparation? Tax preparation is the… Read More

#November2Remember is the adopted hashtag and vibe for this month. We have only two months left of this historic year, so I’m resolving to take the remainder of 2020 to… Read More

Are financial planners actually worth it?  Check out this video for some points to consider as you answer this question for yourself!

We are often asked what does a Chamber of Commerce do? In short, a Chamber is a form of business network, a local organization of businesses whose goal is to… Read More

With health care, housing, food, and transportation costs increasing every year, many retirees on fixed incomes wonder how they can stretch their dollars even further. One solution is to move… Read More