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Toward the end of September, reports began to circulate indicating that Congress might finally reach an agreement on a second stimulus bill. But with Republicans and Democrats still not in full agreement, here’s what you need to know about the chances of the bill passing soon. What’s the problem? The…
Once you enter your fifties, it’s time to get (even more) serious about retirement planning. In your last decade or so of your career, start tackling these seven goals to get yourself on better footing. Pay down debt. You might be earning more money than ever before in your career,…
If you receive a notice from the IRS, notifying you that your payment is late and assessing you with a penalty, don’t panic just yet. This situation is common this year, and in many cases does not actually indicate a problem with your return. When the economy shut down in…
Everyone wants to maximize their retirement income, so you will often hear that you should avoid claiming Social Security until at least your full retirement age. At age 66 or 67 (depending upon your date of birth) you can claim your full scheduled benefits, and if you wait beyond those…
The pandemic has impacted almost every area of our lives, and income taxes are certainly no exception. Due to the economic realities faced by many Americans at this time, Congress passed the CARES Act this spring and are now considering more legislation. Here’s what we know about income taxes so…
Retiring without debt, and living free of that burden, is a dream for many of us. So what would it take to make that dream a reality? A conscious budget. Most of us have some basic framework of a budget, but we don’t really designate a certain amount of money…
If you’re like the rest of us, you’re accustomed to the drama of the news cycle lately. You’re hearing one rumor or speculation after another, especially with regard to topics like stimulus checks, economic conditions, and changes to your future income taxes. Since the IRS extended the deadline to file…
The coronavirus pandemic has affected us all in different ways, but we all have one important thing in common: Retirement, and our future Social Security benefits, concerns us all. Analysts have predicted some changes to the program in the not-so-distant future, due to the state of the economy. Here’s what…
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…
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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