top of page


Spotlight on Inflation
ChartTalk: Inflation is taking a bite out of people’s wallets. But some products are seeing greater price increases than others. The infographic breaks down inflation by a variety of products.

Zachary Levine, CPA
Nov 192 min read
Â
Â
Â


Paying for Long-Term Healthcare: Challenges, Options, and Planning Strategies
As the U.S. population continues to age, the demand for long-term healthcare is expected to rise steadily. Yet, it’s a topic many prefer to avoid, and in some cases, neglect to plan for, despite its growing importance. While statistics vary, anywhere between 60% and 70% of us will one day need assistance with long-term care, according to the U.S. Department of Health and Human Services. What does long-term care include? How might long-term care be described? Costs may include

Zachary Levine, CPA
Nov 64 min read
Â
Â
Â


SECURE 2.0 Opens the Door to Roth SEP and SIMPLE IRAs
retirment, roth, roth ira, Savings, sep ira, simple ira, tax

Zachary Levine, CPA
Sep 302 min read
Â
Â
Â


How Business Owners Can Save Far Beyond a 401(k)
Defined benefit plan, retirement

Zachary Levine, CPA
Sep 242 min read
Â
Â
Â
bottom of page
