Business Planning Checklist

Is your business plan up to date, this checklist will give you a good start to answer that question.  If you have questions, give my office a call at 215-886-2122.

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What Issues Should You Consider If You Lose Your Job

A checklist of issues if you lose your job or otherwise find yourself between employment.


“The Probate Process”

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If I Sell This Investment Do I Have To Pay Tax

We have a process and a form for this question, if you have a question about capital gains tax, give my office a call at 215-886-2122.

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Protect Your Ability To Save For Retirement

You’ve worked hard to save for a comfortable and fulfilling retirement — preparing both financially and emotionally for that stage in life. But, what if a long-term illness or injury before retirement keeps you from working — for several months, a year or longer? Not being able to work could have a significant impact on: • Your retirement contributions• Your employer’s contributions. Fortunately, DI Retirement Security can help make sure you don’t have to “downsize” your retirement plans.  Now Disability Insurance to complete your Retirement Plan.  Call my office at 215-886-2122, lets talk about the completion of your retirement plan.

Thanks to the Bucks Co Bar Assoc for the publishing of my article

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