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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,...
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...
Required Minimum Distributions: What You Need to Know
Required minimum distributions, or RMDs, can be confusing for many people with retirement plans. Knowing exactly what they are and how they affect your finances over a certain age will help you prepare and handle them in the best way for your unique situation. If you...
Wrap-Up of Crystal Financial’s Integrated Process
In the previous two blogs, I've spoken about the integrated process we use here at Crystal Financial and how this holistic approach helps us work effectively with our clients. For our last blog talking about our integrated process, we are going to focus on how we...
Integrated Process Case Study #2
In our last blog, we talked about how Crystal Financial uses an integrated process that involves looking at our clients’ situations holistically instead of just focusing on what we can do for them. This often involves asking a lot of questions, finding out information...
Crystal Financial’s Integrated Process
I’ve talked about many different topics in my blogs from informational to (hopefully) inspirational. For this series, I wanted to get back to some basics and dive a little deeper into the way we work with our clients as I believe we have a unique approach. At our...
Starting a Business: What You Need to Know About Business Entity Selection
Are you starting a business? As we talked about in our last blog, there are many considerations you need to keep in mind when launching your own endeavor. If you’ve thought about all those aspects and still want to move forward, you next need to look at business...
Protecting Your Private Information
I've enjoyed writing my latest blog series on protecting ourselves and those we love both online and off. I'm wrapping up the series with this article on protecting your private information as cases of theft, compromise, and stolen identities continue to be a major...
Keeping Ourselves Safe from Threatening Emails
In our last blog in the series about protecting ourselves and our loved ones, we talked about protecting ourselves from manipulative phone calls. In this installment, we’ll talk about a similar threat: emails. While emails themselves are not dangerous, they become so...
Protecting Ourselves from Manipulative Phone Calls
I’m a big advocate of being proactive and protecting ourselves and those we care about in all areas of life. In our last blog, we talked about ways to protect our children from predators both on and offline. In this blog, I’ll discuss something that I hear a lot of...