Planning Archives - DeSantis, Kiefer, Shall & Sarcone, LLP

What Do You Do With Your 401(K) When You Leave a Job?

by DKSCPA | Sep 9, 2021 | 401(k), Investments, IRA, Planning, Retirement Accounts | 0 |

During the pandemic, there have been many layoffs, and many people have had to leave their jobs...

What is the Difference Between a 401(k) and an IRA?

by DKSCPA | Aug 30, 2021 | Investments, IRA, Planning, Retirement Accounts, Saving | 0 |

You may have heard of a 401(k) account being something employers offer. Your employer may even...

4 Easy-to-Implement Tips to Save for Vacation

by DKSCPA | Jul 30, 2021 | Planning | 0 |

Summertime is a big vacation season, and vacations can be pricey, especially if you are taking...

How Much Money Should You Save For Retirement?

by DKSCPA | May 28, 2021 | Investments, IRA, Planning, Retirement Accounts | 0 |

You know it’s important to save for retirement. You dutifully put money in a 401k or an IRA or...

Demystifying the Four Stages of the Financial Life Cycle

by DKSCPA | Apr 30, 2021 | Investments, Planning, Retirement Accounts | 0 |

Money serves different purposes in different stages of your life and the life of your business. If...

Top Reasons Why You Should Hire a Financial Planner

by DKSCPA | Mar 1, 2021 | Investments, Planning | 0 |

When you have any amount of money, you have three main choices of what to do with it. You can save...

How Do the Stimulus Checks Help the Economy?

by DKSCPA | Jan 30, 2021 | Planning | 0 |

The Covid-19 pandemic has affected many people and businesses financially, as well as other ways....

How To Achieve Financial Health in the New Year [2021]

by DKSCPA | Dec 30, 2020 | Planning | 0 |

The new year is upon us, which means many people are thinking about how they can act healthier in...

Is The October Effect Real or a Myth? (Or Both?)

by DKSCPA | Oct 30, 2020 | Investments, Planning | 0 |

October is a month where people like to be frightened–setting up decorations, planning...

4 Easy Ways to Save Money In the Fall Season

by DKSCPA | Sep 30, 2020 | Planning | 0 |

Back to school season can be expensive, between purchasing new school supplies, clothing, books,...

Top 5 Things to Consider When Planning For Retirement

by DKSCPA | Aug 30, 2020 | Planning, Retirement Accounts | 0 |

As schools cautiously open and some people start to go back to work, others who were only a few...

How to Get Through Unemployment During the Covid-19 Pandemic

by DKSCPA | Jul 31, 2020 | Planning | 0 |

The Covid-19 pandemic has tremendously affected many industries in negative ways, including...

Category: Planning