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How Remote Working Will Affect Your Taxes

How Remote Working Will Affect Your Taxes

The pandemic has changed the way we live, work, and play. One of the most profound changes is that millions of Americans started to work from home instead of going into their office. Some of those folks are now working back in the office while others continue to work...

What Caregivers Should Know About Medicare

What Caregivers Should Know About Medicare

It seems that I am finding more and more folks who are becoming caregivers or are in some way responsible for the care and well-being of a relative.  Navigating the terrain as a caregiver can be daunting, to say the least.  I was planning on writing a blog to help...

How to Protect Yourself When Shopping Online

How to Protect Yourself When Shopping Online

At Crystal Financial, we’re all about protecting our valued clients and colleagues. In our last blog in this series on protecting yourself from fraudsters, we talked about the IP PIN.  Now that we are in the holiday season, many folks are shopping online and...

Protecting Your Identity in 2020 and Beyond

Protecting Your Identity in 2020 and Beyond

With more people working from home and spending more time on the internet both working and shopping, fraudsters have additional opportunities to scare or scam folks out of their identities or money. In the next few blogs, I will talk about steps you can take to...

CARES Act in Action: A Case Study

CARES Act in Action: A Case Study

Many of my clients have been asking me questions about the CARES Act, which I am always happy to answer. One of the most common questions is about the provision that allows taxpayers who are under the age 59½ to take distributions up to $100,000 out of their...

The Benefits of a Health Savings Account

The Benefits of a Health Savings Account

Over the years, we have discussed health savings accounts in this space several times. Yet, many folks are still unaware of the tremendous benefits provided through these accounts. To find out if you qualify for a health savings account, read this article. If you do...

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