We are officially midway through the year! This is a great time to pause and review your financial state. We are in very challenging times with the Covid19 crisis. With the increasing prevalence of scams and fraud, it’s more important than ever for people to be...
What a tumultuous world we’re living in. So much is happening and the Covid19 pandemic continues without a real end in sight. But one thing we can count on is taxes. June 15th is usually the deadline to pay 2nd quarter estimated taxes. However, this year the IRS...
May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
April is traditionally tax time. But, due to COVID-19, tax filing deadlines have been extended or many. The government is offering temporary relief. Federal taxes are not due until July 15. The Treasury Department and Internal Revenue Service announced today that the...
We’ve talked about organizing for the April 15 tax filing deadline throughout the series; March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible. Many Health Care Flexible Spending...
You have probably started getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over and review for any potential discrepancies. If they all...
