Welcome 2020. A new year calls for a fresh look at your financial strategies. Consider how to make the most of your savings accounts — and don't forget you still have time to fund your IRA! You can also try the following fail-proof tricks to keep your New Year's resolutions on track.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more
It's almost New Year! Have you done your yearly credit report checkup yet? While you're at it, protect yourself from charity scams this season by reviewing some big red flags, and learn how to prioritize cash flow in your business.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more
2020 is coming quick — are you prepared? Take stock now and learn about the year-end moves that'll help you save. Plus, consider how the 2020 Social Security changes will affect your plans. And make sure you're hitting the employment tax deadlines.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more
Autumn's in full swing, meaning it's time to start preparing for the busy months ahead. You can get ready by learning about the Form 1040 updates you’ll see this 2019 tax season, as well as the new Marketplace Facilitator sales tax laws for anyone that sells through Amazon or eBay. You can also brush up on your rights if a bill collector ever harasses you.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more
Welcome, fall! Pumpkin spice lattes aren't the only thing you should be focusing on this season. For instance, do you know what to do if you receive an IRS letter in the mail? In this issue, you’ll find tips about handling this situation. There’s also advice for business owners about selecting the right employee health insurance, plus a list of ways to help older adults avoid scams. And a few key reasons why you should never skip the fine print when agreeing to terms and conditions.Call if you would like to discuss how this information relates to you. If you know someone who can benefit from this newsletter, feel free to send it to them. Read more
