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Coordinating A Safe and Wise Return to Work
June 1, 2020

As states continue to reopen for business, many of you might be feeling anxious or perhaps even excited about the return to normal life. Each state, and even each employer, will employ different practices in order to help workers feel safe. But here, we can review some of the basics…

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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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How Much Will the Coronavirus Outbreak Impact Global Economy?
March 3, 2020

While the death toll from the Wuhan coronavirus outbreak continues to climb, in many patients the illness amounts to only a cold. Now, something else appears to be going “cold”; the global economy could be taking a nosedive. Initially, it seemed the outbreak would mostly impact China’s output – which…

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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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Estate Planning Just Got a Bit More Complicated
January 13, 2020

The SECURE Act, signed into law on December 20, 2019, aims to make retirement planning a bit easier for many Americans. It accomplishes this goal by lifting a few key restrictions that previously served as obstacles for those trying to save for retirement. However, one provision of the law does…

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