COVID-19  In-depth info for Indians in Atlanta/Georgia. Click here  

IT'S ALL ABOUT MONEY MANAGEMENT

  • Annual Financial To-Do List

    Annual Financial To-Do List November 2020 - What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could employ toward specific objectives, from building your retirement fund to managing your taxes. You have plenty of choices. Here are a few ideas to consider.

  • A Checklist for When a Spouse or Parent Passes

    A Checklist for When a Spouse or Parent Passes October 2020 - When you lose a spouse, partner, or parent, the grief can be overwhelming. In the midst of that grief, life goes on, and in recognition of this reality, here is a checklist that you may find useful at such a time. An overview of some steps to take.

  • The Cost of Medical Care

    The Cost of Medical Care September 2020 - The expense of insuring yourself may be minor compared to the price of surgeries and procedures.

  • Coronavirus and Life Insurance

    Coronavirus and Life Insurance August 2020 - When is the best time to buy an insurance policy? As uncertainty looms large in times of the pandemic, life insurance makes even more sense than usual. But are life insurance companies accepting applications?

  • College Funding Options

    College Funding Options July 2020 - How can you cover your child’s future college costs? Saving early (and often) may be key for most families. 529 college savings plans, Coverdell ESAs, UGMA & UTMA accounts, and Whole life insurance are some of the college savings vehicles to consider.

  • 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.

 

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