April, 2020

Funeral Service Shopping: Planning Tips Part 1 of 7

With what the world has been experiencing in the past several months, many people were not prepared for the loss of loved ones.  It is a traumatic time and one that we would rather not think about.  However, it is a fact of life that most of us will at some point in our lives […]

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Did You Know That Your Phone Can Be Hijacked?

Yep, your cell phone can easily be hijacked – taken over by criminals.  And, this isn’t just phone calls, but EVERYTHING on your phone – emails, bank information, photos, etc., Everything is vulnerable.  So, what do you have on your phone?  Anything that is sensitive?  With information available online, it is not difficult to get […]

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IRS SERVICES ALERT

We learned today that the only services available with the IRS are electronic services.  The processing of paper income tax returns and telephone assistance have been suspended due to COVID-19. 

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THE ‘CARES’ LAW – How Does It Help You?

The “CARES” Act (Coronavirus Aid, Relief, and Economic Security Act) was signed into law on March 27, 2020.  While the 880-page law covers many different areas, we will look at only the section dealing with retirement plan required minimum distributions.  With the SECURE Act, the beginning age for RMDs (required minimum distributions) was raised to […]

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Spring Cleaning

With all of us sheltering in place, we are probably doing some long overdue cleaning and going through things that we have accumulated.  Among the accumulation, we probably have seen financial records we forgot we had.  So, what do you keep?  What do you shred?  (And please, don’t just rip into a couple of pieces […]

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