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In-Home Paid Health Care

Today, many people are planning to age in their homes, which may result in the need for in-home paid health [...]

How Do You Spell Will? T.E.A.M.

How Do You Spell Will?  T.E.A.M.

When it comes to estate planning, “it’s not just about valuables, but about values; not just about principal, but about [...]

Estate Planning Options

Abbreviations, acronyms, slang, metaphors, simile, hyperbole, puns, idioms – all types of figurative languages.  When you think about it, we [...]

IRA Eligibility Changes For 2021

Retirement – for some people, they have achieved that stage in life. For others, they may be planning for retirement [...]

Individual Taxpayer Identity Protection Pin Program

I mentioned in a prior article that individuals would be able to participate in the identity protection PIN program.  This [...]

Tax Season Is Upon Us

Yes, it is once again tax season.  Your mailbox has probably started to receive those ever important tax information mailings.  [...]

2021 Quick Updates on Social Security Benefits

If you are one of the many millions of Americans who receive Social Security benefits, you may have noticed that [...]

What’s New To Consider When Filing Your 2020 Income Taxes

Looking for highlights of items to keep in mind for your 2020 income taxes and the changes that could impact [...]

A New Year and It’s Time To Think Taxes

Finally, 2020 is in the rearview mirror and we are all looking forward to a healthier 2021 around the globe.  [...]

As 2020 Comes To A Close . . .

We can all be thankful for what we do have and remember to help those who are less fortunate than [...]

Don’t Forget The Special Income Tax Deductions For 2020

Do you think that there are no holiday gifts when it comes to income taxes?  If you said no, then [...]

COVID-Related Text Scam

The Internal Revenue Service, state tax agencies and the tax industry have recently warned of a new text scam created [...]

2020 Charitable Contributions for Income Tax Purposes

What a year this has been.  So many events never dealt with.  And, as we approach the end of the [...]

Benefitting a Charity Through Your Estate or Trust

You would like to benefit your favorite charity through your Estate or Trust, but is leaving a specific bequest in [...]

Are You Thinking About Retirement?

Who will you be when you retire?  Many of us identify ourselves through our career, but when we retire, that [...]