Don't Miss Out: Upcoming Q2 Tax Deadlines and Other Reminders!
Staying informed about deadlines can help you stay on track with your financial objectives and avoid any potential pitfalls.
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- Mar 30
How To Exceed the FDIC $250K Limit & Stay Insured
About 3-4 weeks ago, when New York Community Bank, a fairly large regional bank, reported a significant loss linked to commercial real...
- Jan 8
Begin 2024 On The Right Foot With Our Financial Planning Checklist!
The start of the year is a great time for a financial check-up. In addition to reflecting back on the prior year, you may be particularly...
- Dec 5, 2022
How To (Re)Build Your Credit History
My wife and I help two Ukrainian refugee families and the other day we had a conversation on building a credit history, a subject that...
- Aug 9, 2022
The Inflation Reduction Act: Key Provisions That May Have an Impact on Your Financial Life
On August 7, 2022 the Senate passed the Inflation Reduction Act. In this quick video, Vitaly would like to give quick update on the key...
- Jun 17, 2022
5 Things You Can Do During A Market Correction
As of June 16, 2022, the stock market is down 23% for the year and we are officially in a bear market now. And while it seems that the...
- Dec 22, 2021
Using I Bonds to Boost Rate of Return and Protect Against Inflation
The S&P 500 Index is up 25% as of today. Despite such as a strong growth, I’ve been hearing a lot of concerns about the short-term future...
- Feb 5, 2021
2 Vital Reasons Why You Need a Living Will
A living will is often confused with a last will and testament and many people think that both documents are the same thing. But they are...
- Feb 1, 2021
7 Types of Wills: Which is Best For You?
Last week, Vitaly talked in great detail about last will and testament and provided seven fundamental reasons why you need to have a...
- Jan 25, 2021
Last Will and Testament: What Is It & 7 Crucial Reasons You Need to Have One
In this video, Vitaly is expanding on a topic of estate planning and talking about Last Will and Testament, also know as a will. He...
- Jan 19, 2021
Five Most Important Estate Planning Documents Every Adult Must Have in Place
Estate planning isn't the most exciting topic to talk about but the longer you put off dealing with it the more legal and financial trouble
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