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IT'S ALL ABOUT MONEY MANAGEMENT

  • Details on the Tax Deadline Extension

    Details on the Tax Deadline Extension June 2020 - The Internal Revenue Service knows that many taxpayers have had a stressful spring. So, it has reset the federal tax deadline. You now have until July 15 to file your 1040 form and to pay any federal taxes owed for 2019.

  • Roth IRA Conversion in the Era of COVID-19 Is it right for you?

    Roth IRA Conversion in the Era of COVID-19 Is it right for you? May 2020 - The COVID-19 pandemic
    has shaken up nearly every
    aspect of American life. To say it’s been a difficult time would be an understatement.

  • Coronavirus & More

    Coronavirus & More April 2020 - In international news, the latest coronavirus outbreak has hit China, now referred to as COVID-19, leading to closed borders and heightened screening at hospitals worldwide.

  • The SECURE Act: Long-established retirement account rules change.

    The SECURE Act: Long-established retirement account rules change. March 2020 - The Setting Every Community Up for Retirement Enhancement (SECURE) Act is now law. It will require a change in strategy for many Americans. For others, new opportunities may be revealed.

  • 2019 IRA Deadlines Are Approaching

    2019 IRA Deadlines Are Approaching February 2020 - April may be associated with taxes, but we should also associate April with important IRA deadlines. Here are points to know about dates, withdrawals, contributions, and tax deductions.

  • Measuring the Value of a Financial Advisor

    Measuring the Value of a Financial Advisor January 2020 - A 2019 study by Vanguard, one of the world’s largest money managers, concludes that a relationship with a financial advisor, especially an independent one, can make a difference for investors.

  • End-of-the-Year Money Moves

    End-of-the-Year Money Moves December 2019 - Here are some things you might consider before saying goodbye to 2019. Little year-end moves might help you with your taxes, improving your short-term and long-term financial situation.

  • Health Insurance Options for Georgia in 2020

    Health Insurance Options for Georgia in 2020 November 2019 - This is when people without group health benefits have to find the most affordable health insurance for next year. There's Medicare, Obamacare, alternatives, and short term medical.

  • Your Extended Care Strategy

    Your Extended Care Strategy October 2019 - Are you prepared for the possibility—and expense—of eldercare? Do you have an extra $33,000 to $100,000 to spare this year? How about next year, and the year after that? Probably not, so consider this.

  • A Retirement Fact Sheet

    A Retirement Fact Sheet September 2019 - Thinking about the “second act,” retirement? Does your vision of retirement align with the facts? Here are some noteworthy financial and lifestyle facts about life after 50 that might surprise you.

 

DIGITAL ISSUE

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