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Keeping Economic Impact Payment Notice

If you received an Economic Impact Payment, you would have received Notice 1444, Your Economic Impact Payment.  This Notice should be kept with your tax records for tax year 2020. This notice provides information about the amount of the payment, how the payment was made and how to report any payment that wasn’t received. For […]

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Owning Property Used By Others

You have a second home – either at the shore or in the mountains and you are very generous with letting others use the home.  It may be while you are there or to enjoy your home without you.  Your guests are so lucky.  And you feel good knowing they are enjoying your home.  But […]

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Caregiver Compassion

Is there someone in your family receiving services from a caregiver?  It could be a family member or someone who is paid to care for the infirmed or elderly loved one.  Have you ever thought about the strength that it takes for someone to be a care giver?   If it is a family member […]

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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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