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Edward W. Adams, C.P.A. Registered Representative

Financial Strategies For Your Future

For more than 25 years, we have helped Pennsylvania, New York and New Jersey clients grow their businesses, manage their taxes, and pursue financial security. 

Integrating tax expertise and financial services gives us unique insight into your financial world and allows us to provide a comprehensive approach that simplifies your life. 

January 5, 2021 ( STIMULUS PAYMENT UPDATE )

The second round of stimulus was released starting this past weekend. If you would like to know more about the status of your stimulus or would like to change the delivery method [change of address or direct deposit] please visit the irs.gov website and click "Get my Economic Impact Payment". You can also call in the dedicated stimulus phone line at 1-800-919-9835

June 29, 2020 ( STIMULUS PAYMENT UPDATE )

The first stimulus checks have mostly gone out.  You can check the status of your stimulus check at irs.gov or call their dedicted stimulus phone line at 1-800-919-9835.

Rumors as to a second stimulus check are still just that, rumors.  Congress has NOT YET PASSED a stimulus bill that includes more payments to taxpayers.

We will keep you updated on this site as  we become aware of changes.

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.

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Taking this quiz may help increase understanding of estate planning.

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This article discusses economic forecasts for 2026 and the trends that are influencing them, including surging AI investment.

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Explores how investment strategy changes once retirement begins.

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Will you be able to afford nursing home care?

Use this calculator to estimate how much income and savings you may need in retirement.

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

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