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Financial tips

4 Ways to Use Your Stimulus Check Wisely
May 11, 2020

The much-anticipated economic impact payments, or stimulus checks, have begun to arrive in bank accounts or in the mail. For some, these checks will mean that they can make a mortgage payment or keep the lights on. But for others, who are still working, the stimulus money might represent an…

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Coronavirus Scams Are on the Rise
May 3, 2020

It is an unfortunate fact of life that when trouble strikes, there are those who would take advantage of fear, confusion, or a desire to help. As we all navigate these uncharted waters together, we wanted to share signs of a few scam operations that are becoming more common these…

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Emergency Withdrawals Are Allowed, But Are They a Good Idea?
April 13, 2020

In light of the coronavirus outbreak, the rules on early withdrawals or loans from your 401(k) have been relaxed. The idea is to help those who have been negatively impacted by the outbreak, but are early withdrawals or loans a good idea? First, let’s take a look at the relaxed…

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The IRS Sets a New Due Date for Income Tax Returns
April 6, 2020

We all tend to get in a hurry each spring, and feel the pressure of each year’s tax filing deadline. While the news of the coronavirus outbreak has placed even more strain on most of us, the good news is that the IRS has extended the time frame for filing…

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4 Financial Planning Moves to Consider Now
March 8, 2020

You might have noticed a little market volatility lately, along with bare grocery store shelves as certain items sell out. The coronavirus situation has sparked fear of trade difficulties and shortages (mostly with China), which has triggered a chain reaction of instability. While most analysts predict this temporary situation will…

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Why Your Tax Refund Isn’t Exactly Great News
February 9, 2020

Many of us hope for a tax refund each spring, and about 96 million Americans get one. Whether you’re feeling hopeful or already know it’s coming, a tax refund probably feels like great news. Unfortunately, that’s not entirely true. A tax refund can actually be a sign that you didn’t…

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Two Simple Financial Planning Steps You Should Take This Year
February 3, 2020

The beginning of a new calendar year also marks the beginning of a tax year, and that means you can take steps that will benefit you next spring. Technically, you can accomplish these tasks at any point during the year, but earlier is better. To avoid having to play catch-up…

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A Quick Reality Check on Financial “Advice”
December 4, 2019

We hope you enjoyed your Thanksgiving holiday, and enjoyed your time with family or friends. Since talk over the dinner table often turns to everyone’s plans for the future, occasionally talk of finances comes up. And inevitably, you’re going to hear some questionable advice when chatting at seasonal get-togethers. No…

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Estimate Taxes Now; Prevent Surprises Later
October 9, 2019

With the end of year holidays looming, you’re probably not thinking about your income taxes at this time. But because waiting until spring to consider tax issues can result in some unpleasant surprises, it makes sense to do a quick check-up now. The IRS website offers a helpful Tax Withholding…

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Two Questions to Answer About Your Retirement
September 9, 2019

Your expected retirement date represents and “end” of sorts. Yes, it is the end of your career. But it is also the beginning of the rest of your life, and a time to live out the dreams for which you spent many decades planning. What do you want to do…

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