Broker Check


Thursday, January 4, 2024

Xerox to cut 15 percent of workforce in Q12024 If you are affected by the cut or know someone who is, we work with many many Xerox employees, past and present for more than 20 years. We will help you optimize your Xerox Retirement Benefits

Thursday, November 30, 2023

The holiday shopping season is upon us, with festive celebrations just around the corner. Unfortunately, this time of cheer is often accompanied by excessive spending. This year, when it comes to taking control of holiday spending,...

Tuesday, November 28, 2023

The Internal Revenue Service recently released updated income tax brackets, standard deduction, and retirement contribution limits for the 2024 tax year. While these taxes are not due for some time, it may benefit you to start...

Wednesday, November 15, 2023

How long has it been since you’ve reviewed your Medicare policy? With open enrollment fast approaching, there are a few questions you may want to ask yourself before you renew, add, drop, or switch coverage. Have you switched...

Friday, October 6, 2023


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Thursday, September 1, 2022

When Does Your Personal Car Become a Commercial Vehicle? For small business owners, the line between the personal and their business can be a bit hazy at times.  Yet, when it comes to a vehicle that may be used for personal and business.

Wednesday, February 23, 2022

Xerox RIGP Funding Notice Facts and Questions (FAQ) with commentary by Harvey Reiner

Friday, February 4, 2022

Tuesday, February 1, 2022

Wednesday, December 29, 2021

Saturday, December 25, 2021

Monday, December 6, 2021

Thursday, November 11, 2021

If you have had a data breach, follow these four steps. What to do after a data breach!

Tuesday, November 9, 2021

A Federal Reserve announcement on tapering, a fresh batch of corporate profits, and encouraging economic data lifted stocks to another weekly gain.The Dow Jones Industrial Average rose 1.42%, while the Standard & Poor’s 500...

Tuesday, October 19, 2021

On October 13, 2021, the Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022, the largest increase in four decades. This...

Tuesday, October 5, 2021

Higher bond yields and a legislative stalemate in Washington, D.C., added up to losses for the week.The Dow Jones Industrial Average declined 1.36%, while the Standard & Poor’s 500 lost 2.21%. The Nasdaq Composite index fell...

Monday, September 27, 2021

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.The Dow Jones Industrial Average gained 0.62%, while the Standard & Poor’s...

Wednesday, September 22, 2021

Stocks weakened ahead of this week’s Federal Reserve meeting and amid persistent concerns about the Delta variant’s impact on the economy.The Dow Jones Industrial Average was flat (-0.07%), while the Standard &...

Wednesday, September 15, 2021

In a quiet week of news, stocks moved lower amid simmering concerns over the Delta variant’s effect on the progress of economic reopening. The Dow Jones Industrial Average declined 2.15%, while the Standard & Poor’s 500...

Wednesday, September 15, 2021

From Sept. 15 to Oct. 15 we celebrate National Hispanic Heritage Month. It’s time to honor the culture and contributions of the Hispanic and Latin Americans that make up our great nation.National Hispanic Heritage Month started...

Tuesday, July 27, 2021

Overcoming a COVID-related economic growth scare, stocks moved higher amid a week of strong corporate earnings reports.The Dow Jones Industrial Average rose 1.08%, while the Standard & Poor’s 500 gained 1.96%. The Nasdaq...

Tuesday, July 20, 2021

How about being a cyber bounty Hunter?

Tuesday, July 6, 2021

Have you been let go at work? What happens to the money you have saved in your employee retirement plan? If you have been terminated by your employer, you have 4 choices when it comes to your retirement plan money: Cash it out (and...

Wednesday, June 30, 2021

Stocks reached new all-time highs last week as markets staged a strong rebound from the previous week’s declines.The Dow Jones Industrial Average rose 3.44%, while the Standard & Poor’s 500 picked up 2.74%. The Nasdaq...

Monday, June 14, 2021

LIFESTYLEREAD TIME: 3 MIN Retiring Wild: National Parks and You For many older adults, finding time to experience nature can be one of the greatest pleasures in retirement. And what better place to take in America's splendor than one...