How late is too late to start saving for retirement?

This question is difficult because the answer depends on your income and assets, your goals for retirement, and many other factors. Ideally, you should begin saving for retirement in your 20s. More time to save enhances your chances of having the kind of retirement...
Read More

Education Tax Credits and Deductions

For parents and students trying to manage college bills and student loan payments, the federal government offers education-related tax benefits. The requirements for each are different, so here’s what you need to know. American Opportunity credit The American...
Read More

Key Retirement and Tax Numbers for 2017

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect contribution limits for retirement plans, thresholds for deductions and credits, and standard deduction and personal exemption amounts. Here are a few of the key adjustments for...
Read More

Medicare and Medicaid: What’s the Difference?

It’s easy to confuse Medicare and Medicaid, particularly since they’re both government programs that pay for health care. But there are important differences between each program. Medicare is generally for older people, while Medicaid is for people with...
Read More

What do you need to know about chip-card technology?

When you’re checking out items at the store, should you insert your card into the payment terminal? These days, as the use of chip-card technology grows, the answer to that question is less clear. The computer chip now embedded in debit and credit cards uses EMV...
Read More

footerlogo

Securities offered through Emerson Equity LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with Emerson Equity LLC. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

For more information on Emerson Equity, please visit FINRA’s BrokerCheck website. You can also download a copy of Emerson Equity’s Customer Relationship Summary to learn more about their role and services.

Download our Form CRS/ADV Part 3 (Customer Relationship Summary) by clicking here.

Download Form CRS Exhibit Document by clicking here.

Download Form ADV by clicking here.

Download Form ADV Part 2A by clicking here.

Download Form ADV Part 2B Here: Tarun Mehta, Olac Pallan, Kevin Moody & DJ Reeves

Click here to learn more about our Privacy Policy and Information Security Program.

Click here for additional disclosures

Investment products & services are only available to residents of DC, FL, IN, MD, NY, PA, SC, & VA.

Licensed to sell insurance and variable annuities in the following States: DC, DE, FL, MD, ME, MI, NC, NJ, NY, PA, SC, & VA.