With June officially behind us, it’s time to face the facts: we’re headed toward the second half of 2021. While there’s still plenty of time to enjoy the rest of summer, we encourage you to slow down and check up on your financial well-being. Review your budget: Your spending habits likely look different now than […]
Money saved and invested in IRAs and qualified plans can grow tax-deferred to generate income later in life. While retirees would like to enjoy the pursuits that make their hearts content, they must also expend money on physical maintenance. Besides unfortunate events and extreme longevity, healthcare is the third significant unsystematic retirement risk. It is […]
Only 45 percent of adults have a will or other estate documents in place, which may not be entirely surprising.1 No one wants to be reminded of their own mortality or spend too much time thinking about what might happen once they’re gone. But a will is an instrument of power. Creating one gives you […]
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The American Rescue Plan Act of 2021 passed by Congress on March 10, 2021 includes many non-tax provisions to help address the COVID pandemic. There are also tax provisions in this law that may help you reduce your 2020 taxes. The IRS has extended the 2020 tax filing to May 17, 2021, giving taxpayers additional […]