During February, we celebrate Groundhog Day, Valentine’s Day, Black History Month and other events. It is also the time to prepare for the upcoming tax season. You have probably started getting 1099s of various types for financial statements, school tuition, contract...
Let’s start the year organized! January 1– First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 15 – 4th quarter estimated taxes are due! Revisit your budget (spending plan) or create a...
The holiday season is in full swing, and we have news that there will soon be an effective vaccine for Covid19. With so much going on in our lives, it is easy to overlook several of the important financial dates for this month, so here’s a reminder. December 31– Last...
Everything has changed in 2020 but much remains the same. We still give thanks for family and the friendships we have. And as the year comes towards an end, there are time-sensitive financial decisions and tasks to consider. Medicare Enrollment Deadlines The Fall...
If you have a family member who will be in college for the 2021-22 school year, October 1 st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...
Since COVID started, we have all had to make changes to our daily routines. Tasks that we used to do without a second thought now take extra planning and preparation … When is the best time to go to the grocery store? Do I have my mask? Do I have my hand sanitizer? Do...
