Other

Staying Calm During Market Fluctuations

The Coronavirus has put the world into a tailspin.  The impact has gone far beyond the individuals who have contracted the Virus and been taken ill.  You hear of more and more cases in the US every day, which are causing behaviors affecting our everyday lives.  So, what can we do?  STAY CALM.  Being reactive […]

Share

Read More →

Read More →

Early Withdrawals from Retirement Plans

You are fortunate to have an IRA or a retirement plan. You learn that you can take early distributions.  Oh, how tempting – you could do that remodel that you have been dreaming of, you could go on the exotic vacation, you could buy a new car and pay cash. The possibilities are endless.  BUT, […]

Share

Read More →

Read More →

As The Year Winds Down…

It is hard to believe that 2018 will soon give way to 2019.  Where does the time go? When I was younger, whenever I would wish for some date in the future to be here – my birthday, the end of school, a special event, my mother would tell me not to wish my life […]

Share

Read More →

Read More →

Have You Taken Your RMD For 2018?

For those of you that are 70-1/2 years of age and are fortunate to have a retirement type account, such as a traditional IRA, have you taken your RMD (required minimum distribution) for 2018?  If not, it is not too early to be thinking of doing so. Often times the distributions are put off until […]

Share

Read More →

Read More →

Did You Know Taxpayers Can Connect with the IRS on Their Mobile Phone?

If you have questions regarding taxes, you can access the IRS mobile app, IRS2Go, which is available for free to use on Android and iOS devices. It’s also available on Amazon. This app can be used to: Check the status of a refund. A refund status can be checked within 24 hours after the IRS […]

Share

Read More →

Read More →

Top