January, 2020

The SECURE Act

Congress recently passed the SECURE (Setting Every Community Up for Retirement Enhancement) Act which affects our nation’s retirement system significantly.  It is hoped to help Americans save more by making it easier for individuals to fund their retirement with their own savings. There is concern that with Americans living longer, a significant portion of Americans […]

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Protecting Important Documents

You are getting organized and one of the areas you think about is protecting your important documents and where you should keep them.  Let’s take a look at some possibilities.  If you have completed your estate planning, the attorney with whom you worked may offer to keep your documents safeguarded for you.  They may have […]

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Starting The New Year Off In A Positive Way

We are into the new year and have possibly made resolutions to improve certain aspects of our lives in one way or another.  One of the most common areas is with regard to finances.  So, if you are one of those resolution makers, let’s look at some things to consider: First of all, take a […]

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Why Do I Have To Pay Taxes?

HAPPY NEW YEAR! Thoughts of a new year also bring thoughts of taxes.  So much for the festive holidays when we begin to think about taxes.  So, why do we have to pay taxes?  Some may claim taxes are illegal.  False and misleading statements and advice may be heard.  However, if you look at the […]

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