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Coronavirus Relief on Retirement Plan Withdrawals

Have you found the need to take a withdrawal from your retirement plan during this pandemic or are you thinking [...]

You Gotta Keep Goin’

OK, so I know that isn’t grammatically correct, but it did get your attention, didn’t it? We completed our series [...]

The 2019 Income Tax Deadline Is Quickly Approaching

We have all been through the most unusual four months of our lives with the pandemic.  Something that has not [...]

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 [...]

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 [...]

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 [...]

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 [...]

Funeral Service Shopping: Planning Tips Part 3 of 7

This is Part 3 of my series on Funerals, a subject we don’t like or want to think about.  But, [...]

Updating Your Estate Planning

We are taking a break this week from our blogs about funeral planning to share some important news about estate [...]

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 [...]

Funeral Service Shopping: Planning Tips Part 2 of 7

This is Part 2 of my series on Funerals, a subject we don’t like or want to think about.  But, [...]

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 [...]

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 [...]

IRS SERVICES ALERT

We learned today that the only services available with the IRS are electronic services.  The processing of paper income tax [...]

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 [...]

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