Howard Hertz, EA, CFP®, RFC™
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Sheryl Hertz, EA, ATP, ATC
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Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Social Media: #Newest Business Liability Risk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Simple steps may help you foil hackers and protect your privacy.
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
For many, retirement includes contributing their time and talents to an organization in need.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much income may be needed at retirement to maintain your standard of living.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
How will you weather the ups and downs of the business cycle?
Making the most of surprises is a great reason to work with us.
How do the markets usually react to elections? Was the 2016 election any different?
Have you explored all your options when it comes to managing your taxable income?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.