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Never miss out on the latest financial tips from our experts!
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...

The Benefits of Volunteering

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

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

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...

Delays in Tax Refunds and What it Means for You

Delays in Tax Refunds and What it Means for You

Still waiting for your tax refund? You are not alone. While some folks have received their refunds relatively quickly, others have been waiting for weeks. The good news, though, is that the IRS will be paying you interest on your refund. Normally, the IRS pays...

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