Financial Resources & News

Important Tax Deadlines Fast Approaching

With everything that happened earlier this year the IRS delayed normal deadlines for filing and paying taxes from April 15th to July 15th.  This delay was part of Notice 2020-18 and below are items that need be done by next Wednesday, July 15th.  1. File taxes for 2019 - You can file an extension if needed. 2. Pay taxes for 2019 – If you file an extension be aware your payment is still due if...

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The 8 Exit Strategies for Business Owners

Do you have an business exit plan strategy? 1. Transfer the company to a family member(s) – This seems like the easiest choice for many owners but there are several considerations like potential family issues, children(s) ability to run the company and this exit strategy may not provide sufficient cash payouts in retirement. 2. Transfer to a key employee(s) – This exit strategy provides...

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5 Steps to Financial Freedom

The 4th of July is fast approaching and is a celebration of our country’s independence. It should also serve as a reminder to all of us the freedom we have and strive for. This would include trying to achieve financial independence. Financial independence can be hard to define since these words conjure different meanings for each of us. No matter your personal definition, there are some basic...

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Announcing Our Financial Planning Summer Webinar Series

We are very excited to announce an upcoming webinar series on some of the most common topics about which our clients ask us. This series will cover Social Security, Medicare, Estate Planning, and Financial Planning. Each webinar will be hosted by one of our Financial Planners along with a guest speaker who is an expert in the subject matter. The guest experts will also be available to discuss...

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Important Retirement Ages

Retirement is one of the greatest achievements in life. It is the culmination of decades of planning and hard work. There are some important age milestones along the way that you should be aware of to help you reach your retirement sooner. The chart below is a summary of these ages and why they are important. We are here to help provide guidance and answer questions along the way. Please do not...

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IRS Extends Rules to Put Back RMDs Taken for 2020

The Internal Revenue Service recently announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity to roll those funds back into a retirement account following the CARES Act RMD waiver for 2020. Some individuals had already taken out their RMD for the year prior to the CARES Act and had little recourse after the...

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5 Tips to Help Couples Talk About Money

There are emotions and stigma often attached to money-making conversations. Finances are the most often cited reason for divorce. It is important to have healthy, productive conversations with your significant other, and below are some tips to help have a healthy conversation. Important Consideration: Everyone has red flags and it is important to learn how to identify and tread carefully when...

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