July 23, 2020

Recently, my daughter asked me what being rich means. For her, at six years old, it was an innocent question as kids are wanting for many things and the concept of rich is often times based in material items. Her question led to a thoughtful conversation about how “bei...

June 1, 2020

“How do I invest the extra cash I have in the bank?” is a common question for people who find themselves with more discretionary cash flow. This could be the result of increasing income due to career advancement, recently paying off student loans, or becoming an empty-...

May 18, 2020

So much attention seems to be focused on the Boomers and Millennials, and the financial needs of Generation X (people born approximately between 1965 and 1980) is neglected. This generation also tends to be skeptical of the markets and financial advisors.

Generation Xer...

Are you wondering if you qualify for the economic impact payment? Follow this link to the IRS website to find out.

Follow this link to the IRS "Get My Payment" application to check on the status of your payment, confirm your payment type (direct deposit or check), and e...

April 13, 2020

Nobody likes a surprise at tax time. For people who are not self-employed, a good way to ensure your payroll withholding is accurate is to review your most recent paystub and use the IRS tax withholding estimator tool. The tool is designed to help people revi...

The President signed the Coronavirus Aid, Relief, and Economic Recovery Security (CARES) Act into law on March 27th. The new law authorizes $2 trillion in emergency stimulus funding in response to the COVID-19 pandemic. The law includes many provisions, but here is a l...

Steven Mnuchin, US Treasury Secretary, announced in a press conference today the IRS will move to allow a no-penalty, no-interest, 90-day extension for 2019 Federal tax payments. This means those who owe money to the IRS will have until July 15th to submit payment. Whi...

March 16, 2020

Mortgage rates dropped to all time lows earlier this month. The average 30-year mortgage rate is 3.36% and the average 15-year mortgage rate is 2.77%, according to the FreddieMac weekly report published March 12, 2020. 

Refinancing your mortgage may...

February 21, 2020

Are you wondering the status of your refund? Follow this link to the 

IRS Refund Status web page to find out:

https://www.irs.gov/refunds.

January 20, 2020

Is your planned retirement age realistic? According to many studies, the answer is no. The Employee Benefit Research Institute 2019 Retirement Confidence Survey found two-thirds of current retirees had planned to work past age 64. However, only one-fourth of retirees a...

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April 7, 2020