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Cereus Financial Advisors is operating in a hybrid mode because of COVID-19.

While our office is physically open, but not necessarily every day. We can accommodate either in-person or video meetings.

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.

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Stay up to date on the latest financial information with Cereus’ monthly blog.

Bitcoin

Bitcoin: Stay Safe!

Bitcoin: Stay Safe! Bitcoin and other cryptocurrencies have been in the news a lot lately. Every day it seems to be skyrocketing and then the

tax reform

Tax Reform: A Practical Guide

Tax Reform: A Practical Guide I am writing this blog Friday, December 22, the last working day for me before Christmas. I’ve been so busy,

equifax

Equifax Hack: Quick Update

Equifax Hack: Quick Update Equifax has not been handling the fallout from their hack particularly well. I have a little bit of new information that

hack

Did the Equifax hack expose you? What you should you do now

Did the Equifax hack expose you? What should you do now I hear about security breaches all the time. There have been data breaches at

personal financial management

Using Personal Financial Management Software

Here is a question for you: How do you balance your checkbook? Do you balance your checkbook at all? How do you keep track of

2016 taxes

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

financial documents

Keeping Financial Documents

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,

Happy Holidays

Enjoy the Holidays!

Couple panicking while reading a document

tax changes

Tax Changes Coming in 2017 and Beyond

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

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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.

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BLOG

Bitcoin: Stay Safe!

Tax Reform: A Practical Guide

Equifax Hack: Quick Update

Did the Equifax hack expose you? What you should you do now

Using Personal Financial Management Software

There is still time to save on your 2016 taxes!

Keeping Financial Documents

Happy Holidays

Tax Changes Coming in 2017 and Beyond

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