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What to expect from a financial review

The COVID-19 pandemic may have unsettled many aspects of your life – including your financial...

 

Where do I begin?

With over 33% of homebuyers being first timers, and that number projected to increase in the next...

 

How well do you understand retirement plan rules?

Qualified retirement plans, such as IRAs and 401(k)s, have many rules, and some of them can be...

 

First-time homebuyer? Follow these steps

Is homeownership a goal of yours? In addition to meeting your basic need for shelter, it does offer...

 

Bookkeeping, payroll and taxes, oh my!

There are several businesses in town who provide bookkeeping, payroll and/or income tax preparation...

 

Protect benefits for children with special needs

If you have a child or other family member who has special needs due to physical or mental...

 

How much risk should you take before retirement?

If you're planning to retire in just a few years, you may be getting excited about this next phase...

 

Second opinions

What to do when you are told "no" because of credit challenges, or loan program guidelines. How do...

 

Extensions and amended tax returns

Extensions Whether you file a tax return by the April due date, May due date for 2020, or obtain an...

 

Sharing your money values can be part of your legacy

When it's time to prepare the next generation for a financial legacy, you might want to bring your...

 

Tax-smart investment moves for higher earners

If you earn a lot of money, you may also pay a lot in taxes – a fact that's particularly relevant...

 

Who do you trust?

Blast from the past. There was a game show on television (originally hosted by Johnny Carson and Ed...

 

Watch out for these financial pitfalls in the new year

As people move through different stages of life, there are new financial opportunities and...

 

Mortgage insurance explained

It is a common mistake that many who want to be home buyers think they cannot purchase a home unless...

 

Identity theft

Tax-related identity theft occurs when someone uses a taxpayer's stolen Social Security number and...

 

Consider these types of tax-smart contributions

April 15 is not that far off, but you still have time to make some moves that could favorably...

 

Federal and State tax returns for the year 2020

Do I need to file a tax return? The answer depends on your filing status, your age and the type of...

 

How can women overcome obstacles to financial security?

On March 8, we observe International Women's Day, a celebration of the social, economic, cultural...

 

If you build it, they will come... continued!

If you happened to dive into my previous article, we were discussing new housing construction. With...

 

Federal and state tax returns for the year 2020

Foreign Bank Account Traps – If you have any bank account, retirement account, investment account...

 

With ultra-low rates, should you still invest in bonds?

If you've been investing for many years and you've owned bonds, you've seen some pretty big changes...

 

Key retirement and tax numbers for 2021

Every year, the Internal Revenue Service announces cost-of-living adjustments that affect...

 

Federal and state tax returns for the year 2020

What a year we had! The surging pandemic, confusion over who gets a stimulus payment and an overwhel...

 

Estate planning for blended families

If you're in a blended family, you're already aware of the emotional and financial issues involved...

 

If you build it, they will come...

Just hearing this phrase makes me want to curl up on the couch with a blanket and enjoy some cornfie...

 

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