
There is still time to save on your 2016 taxes!
There is Still time to Save on Your 2016 Taxes! So its 2017 and its been so warm here in New Jersey that the spring
Cereus Financial Advisors is operating under our emergency business plan.
While our office is physically closed so we can maintain social distancing, we are working normal hours and are available by phone or email.
We hope that you and your family are healthy and please know that we want to support you during this difficult time.
Video Conference Available: Instead of a face-to-face meeting, we are pleased to offer video conference capability. We have been doing this with most of our clients. Please contact us to set up a meeting.
Your Investments: If we are managing your investments, they most certainly have been affected by the economic downturn due to the Coronavirus epidemic. Please know that we set up your portfolio for you to meet your long-term goals and are monitoring your investments carefully. Our custodians, SEI and Betterment are both operational and you have access to your money and investments on a normal basis.
Please contact us if you have any questions
Stay up to date on the latest financial information with Cereus’ monthly blog.
There is Still time to Save on Your 2016 Taxes! So its 2017 and its been so warm here in New Jersey that the spring
Drowning in a Sea of Paper Its that time of year. You are getting all those tax forms in the mail: W2, 1099, 1098, 1095,
Tax Changes Coming in 2017 and Beyond By David J. Haas CFP® December 21, 2016 We are in the midst of an administration changeover in
Buying That New Car By David J. Haas CFP® A few years ago when my son was in college, I gave him my old car
ThanksGIVING Thanksgiving is a great time to take stock of our lives and be thankful for all we have. I am thankful for my healthy
Does it make sense to pay no taxes? I watched Monday’s presidential debate along with 84 million other people and one thing really struck me
All You Ever Wanted To Know About Interest Rates (But Were Afraid To Ask) Interest Rates: The business news is full of stories about interest
This week Patricia Sanders, a freelance financial writer offered to contribute a story about the student loan debt load problem. How severe is student loan
Located in Franklin Lakes, New Jersey, Cereus Financial Advisors offers private, professional services for families and individuals seeking financial advice on retirement, higher education, divorce, elder care, disability, investments, unemployment, inheritance, social security, taxes, insurance, and more. We are Certified Financial Planners® and specialists in comprehensive financial planning, education planning, estate planning, insurance advice, investment management, retirement planning, and tax planning.
Fill out this form to get started and we will email you a planning agreement and payment information.
If you’re inquiring about a sibling group (i.e. twins), please email us instead.