The Benefits of Volunteering
As a financial planner, I try to put the focus on my blogs on financial well-being and taxes the majority of the time. However, I also enjoy exploring other topics that enhance the mindset and overall wellness of those I work with. This leads me to a topic that is...
What to Do if You Get a Letter From the IRS
This year, more people are receiving letters from the IRS than usual. Many of these letters are a result of the closed IRS offices during the first part of the pandemic. If you’ve received a letter, you likely have quite a few questions. In this blog, I’ll try to ease...
How the Economic Impact Payments Will Affect You
Continuing with our short series on how the pandemic and the CARES act may affect your 2020 taxes, in this blog we will be talking about the Economic Impact Payments and how they will affect you. If your adjusted gross income on your 2018 or 2019 tax return was below...
What You Can Expect for Your 2020 Taxes: Charitable Deductions and CARES Act
Now that the tax season is finally over, we decided to write a few blogs on how your 2020 taxes may be affected by the pandemic and the CARES act. While most of the media attention was focused on the tax deadline being extended to July 15th, the stimulus payments,...Signup MailChimp
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