If you were affected by the 2017 Equifax data breach you are potentially eligible for a monetary claim or credit monitoring service. The U.S. Federal Trade Commission warns everyone to be aware of scams & fake settlement websites and adds that you’ll never have to pay to file a claim for these benefits. And anyone who calls and tries to get you to file a claim is almost certainly a scammer. At this link – https://eligibility.equifaxbreachsettlement.com/en/eligibility – you can check … [Read more...]
2017 Year End Tax Alert
Open/Read 2017 YEAR END TAX ALERT (PDF document) … [Read more...]
Newsletter – December 2017
Open/Read Newsletter (PDF document) Topics in this Newsletter: Questions to Ask Before Buying That Thing You've Always Wanted Demographic Dilemma: Is America's Aging Population Slowing Down the Economy? It's Time for Baby Boomer RMDs! What can I learn from looking back on my financial situation in 2017? … [Read more...]
Newsletter – November 2017
Open/Read Newsletter Topics in this Newsletter: What You Can Do with a Will Managing Debt While Saving for Retirement Five Myths About Group Disability Insurance How much money should a family borrow for college? … [Read more...]
Newsletter – October 2017
Open/Read Newsletter Topics in this Newsletter: Company Stock and Your Portfolio: Keep Your Eye on Concentration Risk Managing Debt While Saving for Retirement Examining the Taxpaying Population: Where Do You Fit In? Is the Social Security Administration still mailing Social Security Statements? … [Read more...]
Newsletter – September 2017
Open/Read Newsletter Topics in this Newsletter: For Women, a Pay Gap Could Lead to a Retirement Gap Life Is for the Living, and So Is Life Insurance Medicare and Your Employer Health Plan How do economists measure inflation, and why does it matter to investors? … [Read more...]
Newsletter – August 2017
Open/Read Newsletter Topics in this Newsletter: Working in Retirement: What You Need to Know Test Your Investing IQ Kickstart Your College Fund with a 529 Plan How do the economic milestones of young adults today compare with prior generations? … [Read more...]
Taxpayers Who Receive an IRS Notice
Receiving a notice from the Internal Revenue Service is usually no cause for alarm. Every year the IRS sends millions of letters and notices to taxpayers. In the event one shows up in the mailbox, here are ten things you should know. OPEN/DOWNLOAD ARTICLE: Taxpayers Who Receive an IRS Notice … [Read more...]
Worksheet for Self Employed
WORKSHEET: Self-Employment Worksheet OPEN/DOWNLOAD ARTICLE: Self-Employment Tax … [Read more...]
Rental Income & Expenses Worksheet
OPEN WORKSHEET: Rental Income and Expenses Worksheet OPEN/DOWNLOAD ARTICLE: Rental Income and Expenses … [Read more...]
