Blog/Vlog
5 Ways to Stay Happy and Healthy While Social Distancing
To slow the spread of COVID-19, the disease caused by the novel coronavirus, the CDC recommends that Americans practice “social distancing.” Proper social distancing means
What to do with your coronavirus relief check
On Friday, Congress reached an agreement on a record-setting $2 Trillion coronavirus relief package. The bill includes direct payments to American taxpayers as well as
How Do You File Taxes for a Deceased Family Member?
How do you file taxes for a deceased family member? When someone close passes away, taxes are the last thing on your mind. Unfortunately, the
How to Achieve 20/20 Financial Vision
What is Financial Vision? If you know what your finances will look like in 10, 20, or even 30 years, then you have financial vision.
Do You Need a Tax Preparer?
Do you need a tax preparer? If you’re used to doing your taxes on your own or with a DIY software service, it can be
How will the SECURE Act impact my retirement?
The SECURE Act is the largest piece of retirement legislation to pass Congress since the Pension Protection Act of 2006. Signed into law at the
4 Common RMD Mistakes You Might Be Making
1. Missed Deadlines What it is If you don’t take your RMD or take it after the December 31st deadline, you will be subject to
8 Ways to Save During the Holidays
1. Plan Ahead The easiest way to prevent overspending is to make a shopping list and check it twice. Knowing what you plan to buy
Do I Need A Power of Attorney?
What is Power of Attorney? Power of attorney (POA), broadly defined, is a legal document that gives someone the authority to act on your behalf
4 Financial Benefits to Be Grateful For
Want to strengthen your relationships, improve your physical health, and relieve stress? The answer, according to several scientific studies, might be gratitude. Believe it or
Should You Enroll in Medicare or Stay on Your Employer’s Plan?
In 2024, the Bureau of Labor Statistics predicts that 65-69-year-olds will make up 36% of the workforce. Since most Americans with health insurance receive coverage
Four Money Moves to Make This Fall
1. Max Out Your Contributions There’s still time to max out the contributions on your retirement account. Making the maximum contribution to your IRA or
