Joseph A. Mocniak Jr., MBA, CFP

Happy New Year! So long, 2020.

Learn more about key provisions in the latest COVID-19 relief for certain individuals and small businesses. If you or someone you care about has concerns related to this newest round of aid and could benefit from a second set of eyes, I would be glad to help.

Giving back can be rewarding. I can help you create a charitable giving plan that reflects your values and takes tax considerations into account.

It’s not too early to help your employees get in financial shape for 2021. Year end is an opportune time to focus on financial matters and start setting goals for the coming year. I’m here to help. #financialwellness

While money is an important piece, setting your goals and finding your purpose are key steps toward feeling confident and happy in retirement.

It’s not too late to save on your 2020 taxes. I can join a conversation with your tax professional to discuss strategies to help lower your tax bill.