Aliciene Tax & Financial Solutions

08/24/2026

Myth: Succession planning is only for business owners who are ready to retire.

Fact: Succession planning is really about protecting what you've built for your family, your employees, and your customers — no matter what the future holds. It covers ownership, leadership, finances, and family, not just an exit date.

Whether you're 5 years from stepping back or 25, it's never too early to start the conversation.

08/20/2026

Join our team in Wyalusing!

We're growing and looking for a full-time Wealth Management/Accounting Assistant at our Wyalusing office.

If you're the kind of person who genuinely enjoys helping people, solving problems, and making someone's day a little easier, you'll fit right in here.

What you'd be doing:
• Greeting clients and being their point of contact by phone, email, and in person
• Helping with account paperwork and service requests
• Prepping materials for client meetings
• Keeping our records and calendars running smoothly
• Pitching in with the team during tax season

What we're hoping you bring:
• A warm, client-first attitude
• Accounting or finance background is a plus (2+ years of industry experience works, too)
• Comfort with Microsoft Office and a willingness to learn our systems
• Interest in growing into FINRA and insurance licensing

Ready to apply? https://www.indeed.com/job/wealth-managementaccounting-assistant-fc55355cc3e76626

Want to chat first? Feel free to give us a call at (570) 746-1724.

08/20/2026

Nearly 3 in 4 privately held businesses are expected to change hands within the next decade — but almost half of owners still don't have a plan for it.

Our newest blog post breaks down the basics of succession planning: what it actually covers, why owners tend to put it off, and where to start if you haven't yet.

Read it here.

Ask most small business owners about their retirement plan and they’ve usually got a plan. Ask about their succession plan, and you’ll often get a shrug with

08/18/2026

August is National Make-A-Will Month — a good reminder that estate planning isn't just for later in life. A will (and a broader estate plan) is one of the simplest ways to make sure your wishes are clear and your family isn't left guessing.

If it's been a few years since you've looked at your plan (or even if you don't have one yet) now's a great time to start that conversation.

08/13/2026

A question every business owner should be able to answer: "If something happened to me tomorrow, what would happen to the business on Monday?"

Who would step in? Who has authority to make decisions? Would your team, your customers, and your family know what to do?

If the answer isn't clear, that's not a failure. It's just a starting point.

08/11/2026

Backpacks, school supplies, and... college savings plans?

As the kids head back to school, it's a natural time to check in on college savings goals. A little tax-intelligent planning now can make a real difference by the time tuition bills arrive.

If it's been a while since you've looked at your plan, we're happy to take a look with you.

08/10/2026

Our team recently traveled to Salt Lake City for Cetera Financial Group's Connect2Peers conference, where we spent a few days learning from some of the best in the industry and connecting with advisors from all over the country.

We came home with fresh ideas and renewed energy, all so we can keep bringing our best to the families and businesses we serve in Pittston, Wyalusing, and beyond.

08/06/2026

Nearly half of small business owners don't yet have a succession plan in place even though most privately held businesses will change hands within the next decade.

It's not because owners don't care about their business. It's because there's always something more urgent on today's to-do list.

If succession planning has been living on your "someday" list, you're not alone. The good news? Someday can start with one conversation.

Sources:
U.S. Bank Small Business Survey, 2025
Exit Planning Institute

08/03/2026

From the moment you walk through our doors, Maria Aliciene makes sure you feel comfortable, welcomed, and taken care of. It's the little things she pays attention to that make a big difference in your experience here.

Outside the office, Maria's usually soaking up time with family (she and Joe have been married since 1998!).

Thank you, Maria, for everything you bring to our Aliciene family. We're lucky to have you.

07/29/2026

Of the five mid-year financial metrics we look at, insurance is the one most people skip.

Not because it isn't important — but because it's easy to assume nothing has changed. The truth is, a lot can shift in a year: a growing business, a new grandchild, a change in income, a buy-sell agreement that never got updated.

A general starting point: life insurance coverage of 10–12x your annual income if you have people depending on you. But the right answer depends on your full picture.

Done right, insurance isn't just protection — it's a planning tool with real tax advantages.

When's the last time you took a real look at yours?