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...
We are all facing challenging times. Many people today are concerned about the best way to care for their families. We struggle with self-doubt about decisions that may impact health, concerns about the stability of employment, and insecurity about access to money to...
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...
As the year comes to a close many of us are longing to spend time with friends and family and planning how to safely navigate the holidays. No one really wants to think about taxes. And yet the pandemic invades every aspect of our lives and taxes are no exception. Two...
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...
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? You are not alone. With an aging population in which many people don’t have...
