Understanding Your Annual Social Security Letter
If you are receiving Social Security, then you have just recently received your annual letter from the Social Security Administration letting you know that your Social Security benefits for 2020…
Is Your Will or Trust Up-to-Date?
When was the last time you or your attorney reviewed or updated your will or trust? If it was before the passage of the 2017 tax reform legislation, or the…
4 Financial Resolutions You Can Actually Keep
Believe it or not, it’s 2020. You’re not just starting a new year—you’re entering a new decade. With this in mind, you might want to make some resolutions that focus…
2020 IRS Releases, Including Tax Rate Tables and Deduction Amounts, Plus More
Beginning on Jan. 1, 2020, the Internal Revenue Service (IRS) has new annual inflation adjustments for tax rates, brackets, deductions and retirement contribution limits. Note, the amounts below do not impact…
Practicing Gratitude: A Look Back at 2019
It may be hard to believe, but we are already two months into the new year. Many of us might reflect on the past year and tally up the good…