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Funeral Service Shopping: Planning Tips Part 7 of 7

Part 7 – Planning Your Own Funeral Pre-planning your funeral is not morbid.  It is being thoughtful and considerate of the loved ones you will leave behind.  It gives you control in selecting what you want and relieves your family of the burden of making decisions in a time of mourning.  Many people feel that […]

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Funeral Service Shopping: Planning Tips Part 6 of 7

Part 6 – Interment Options We have been talking about funeral arrangements in prior segments and now we will look at Interment options.  It may be a cemetery, a mausoleum crypt, keeping cremains in the possession of the family or disposal of cremains in an alternative manner.  Your preferences are just as important, if not […]

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Funeral Service Shopping: Planning Tips Part 5 of 7

Part 5 – Funeral Pricing In our world, when thinking of making a major purchase, we often times will shop around for the best prices, to find the item we like best, etc.  Funerals should be no different except that if you are faced with making decisions unexpectedly, just as you would be if the […]

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Funeral Service Shopping: Planning Tips Part 4 of 7

In the previous blog, we discussed the two largest costs in a funeral service – embalming and caskets.  This segment will provide a little insight into caskets so you will be better informed. Part 4 – Burial Vessels Caskets When visiting a funeral home or showroom to shop for a casket, the Funeral Rule requires […]

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Returning Stimulus Checks Issued To Ineligible Or Deceased Individuals

The IRS has issued instructions for the return of stimulus checks sent to individuals who are ineligible or deceased.  The following is a reprint from the IRS website instructing how the checks should be handled: If the payment was a paper check:  Write “VOID” in the endorsement section on the back of the check.  Mail […]

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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 […]

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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, […]

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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 […]

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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 […]

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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 […]

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