Estimated tax payments are important if you are self-employed, earn substantial investment income, or anticipate owing more than your prior year’s tax liability after withholding. This year, the deadline is Monday, June 16. Here’s what you need to know.
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Our View on the Coronavirus and How it is Impacting Markets
The Coronavirus has dominated the news cycle of late, and markets are clearly reacting to the news because the outcome is unknown. Fear is driving decisions to sell, so we want to share our thoughts about this week’s reaction.
Record-keeping Requirements for Charitable Donations
There are many things we can donate to charity – cash, property, clothing, assets. Each one has its own requirement for receiving an income tax deduction. Review this flowchart to learn more.
Change in FICO System Could Affect Your Credit Score
The FICO scoring system is changing – and it could affect your credit score. Find out if your score is likely to go up or down.
Watch the SECURE Act Webinar Recording and Learn if Your Retirement Plans Need to Change
The SECURE Act likely impacts everyone’s retirement and estate planning. Watch this webinar replay to learn about the major changes and what strategies are available to mitigate potential problems.
The Rules of Personal Record Retention
Ever wonder how long you should keep your receipts, statements, and other accumulated documents? Here are some recommended holding periods for a variety of documents you likely have in your cabinet or drawer.
SECURE Act Law Could be Boon for Charities
The recently passed SECURE Act has made several changes to retirement plans, some of which could result in an increase in the amount of money being left to charities. Read why.
Webinar Invitation: Learn How the SECURE Act Changes Your Retirement and Estate Planning
The SECURE Act is likely to impact everyone’s retirement and estate planning. Learn about the major changes and what strategies are available to mitigate potential problems.
A Big Decision for Seniors: Do I Stay, or Do I Go?
There’s no place like home. That’s the feeling many of us have as we age and need to consider where and how we will live as seniors. It’s not always an option, however. Read how two retirees made their (different) choices.
Resolutions or Goals? Here are 7 Ideas to Jumpstart Your Year.
By the time you read this article, 75% of people will have already given up their New Year’s resolutions. Why? Because resolutions tend to be vague. Learn why setting goals is more effective, and how these 7 ideas can jumpstart your year.
Avoid Fraud in 2020 by Writing the Complete Date
Authorities are warning about a new scam and it’s one that can easily be avoided. Read More.
What You Need to Know About the Recently Passed SECURE Act
The recently passed SECURE Act contains the most significant changes to retirement since 2006, and there’s something in it for everyone. Find out how the changes may impact you.
How to Plan After a Financial Windfall
Have you ever wondered what you would do with a big financial windfall? In addition to celebrating, there are several important things you should (and should not) do. Learn how to avoid the most common mistakes.