All Posts by Scott Sweitzer

About the Author

My goal is to be your trusted advisor who helps you make the very best personal, financial, and legal decisions for your family throughout your lifetime. I want to help you not just now, but also when you can’t be there so that I can help guide your loved ones through a difficult process.

Sep 28

6 Changes to Watch For In Your 2020 Taxes

By Scott Sweitzer

Although you may have just filed your 2019 income taxes in July, now is the time to start thinking about your 2020 return due next April. While it’s always a good idea to be proactive when it comes to tax planning, it’s particularly important this year.In addition to annual updates for inflation, the Coronavirus Aid, […]

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Sep 14

Lost An Old 401(k)? Here Are 6 Tips For Finding It

By Scott Sweitzer

The days of working for a single employer for decades until you retire are over. Today, you are much more likely to change jobs multiple times during your career. According to the Bureau of Labor Statistics, today’s workers have held an average of 12 jobs by the time they reach their 50s. Since people change jobs […]

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