• How Soon Might the Stimulus Arrive?

    How Soon Might the Stimulus Arrive? March 2021 - There has been a great deal of speculation about Congress putting forward an economic stimulus, covering the needs of both individuals and businesses / Good News for Obamacare Eligible Individuals.

  • Navigating Your Required Minimum Distribution

    Navigating Your Required Minimum Distribution February 2021 - How do you determine how much your RMD needs to be? It depends on whether or not you’re married, and if you are, if your spouse is the sole beneficiary of your IRA and less than 10 years younger than you are. For everyone else, the Uniform Lifetime Table can help. Understand the IRS’s calculations and tables.

  • Managing Money as a Couple

    Managing Money as a Couple January 2021 - When you marry or simply share a household with someone, your financial life changes—and your approach to managing your money may change as well. The good news is that it is usually not so difficult.What are the keys to prepare to grow wealthy together?

  • End-of-the-Year Money Moves

    End-of-the-Year Money Moves December 2020 - New Year’s Eve may put you in a dancing move, eager to say goodbye to the old year, and welcome 2021. Here are some things you might consider before saying goodbye to 2020.

  • 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.

  • 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.







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