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

3 Realistic Financial New Year’s Resolutions

by DKSCPA | Dec 31, 2021 | Investments, IRA, Planning, Retirement Accounts, Saving | 0 |

As we enter the new year, it’s prime time for deciding (and sometimes publicly declaring) all...

4 Questions To Ask To Know If You Are Ready To Buy a House

by DKSCPA | Nov 30, 2021 | Planning, Saving | 0 |

If you’ve got your sights on owning a home, you may be wondering how you know if you are...

Five Common Credit Mistakes And How To Avoid Them

by DKSCPA | Oct 30, 2021 | Credit, Planning | 0 |

You may not think about your credit score much, but there are times when your credit score becomes...

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...

Category: Planning