Good Time For Asset Protection Planning Is Now

October 26, 2022

Hard work and savings are a point of pride for many Americans. A comfortable and well-earned retirement and twilight years is a fitting reward for one’s life’s work and financial responsibility. However, old age can present challenges that rapidly deplete even substantial savings. Consider...

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How to Prevent Tax Fraud and Identity Theft

March 8, 2018

Fraudulent tax returns and stolen refunds have always been cause for concern for Pennsylvanians and all Americans. But after last year’s giant Equifax security breach, all taxpayers should exercise extra diligence. As a result of the breach, hackers were able to access the Social...

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Consumer Protection Resources

May 20, 2015

Free Annual Credit Report You may obtain one free credit report from each major credit bureau (Equifax, Experian, Trans Union) per year. Free Annual Credit Report Annual Credit Report Request Service PO Box 105281 Atlanta, GA 30348-5281 1-877-322-8228 Mailing Lists Removal To remove...

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Tax Law Changes

August 2, 2001

The Economic Growth and Tax Relief Reconciliation Act of 2001, is a tax relief Act signed by President Bush on June 7, 2001. It represents the largest tax cut in 20 years. Reading through the text of the Act is a good cure for...

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There is a path to a secure future for you & your family.