Tax Advisor

You smart watch, phone, and speakers can do much more than play music and tell you the best taco on Tuesday. It can help with your finances too! Now, that’s a SMART assistant!

ESG. What Is It and How Do I Start Investing in It? You may have heard about ESGs before. Maybe you’re wondering what is ESG investing and if you’re missing out on something. A lot of our clients live, work and play in places, jobs and activities that require community engagement.  Environmental, Social, and Governance Criteria (ESG) investing.. More

Want to avoid some mistakes in your 20s? Michael tells you the things he wish he knew when he was 20 – today on the Pembroke Blog!

How to Manage Your Finances When Your Parents Didn’t

Written by Pembroke Insurance Advisors

Whether or not your parents were great with their money or did all the right things financially, should not play a major role in how you manage your finances. You probably look to your parents for guidance in a lot of areas, but sometimes their financial advice is not always the best advice for you and your family.   According to a  survey from the Insured Retirement Institute, in 2018 only 24 percent of baby boomers (ages 51-69) were confident they had.. More

Free Tax Advice From A Top Financial & Tax Advisor   You have filed your taxes on time, paid what you owed or better yet, are expecting a tax return – then the unexpected happens. A letter from the IRS shows up in your mailbox! Most people are not prepared for how to deal with.. More

Have Extra Cash? Here are 10 $10k Investment Ideas. Do you happen to have $10,000 “laying around”? Not everyone has that problem, but there may be some time that you do come into some extra cash and want to be wise with it. Maybe you have dreams of quitting your job, retiring early or traveling the.. More