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February 2020 Monthly Recap

When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time will tell if this law aimed to encourage greater retirement savings achieves its aims there’s no question it has a direct impact on many taxpayers. Read More Tax Documents CalendarCheck …

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SECURE Act Can Have Big Impact on your Estate Plan & Trusts

Authored by Logan Philipps, Esq. and Anne Zavaglia, CFP® When President Trump signed the SECURE Act at the end of 2019, it could easily have escaped your notice during the holiday season. While time will tell if this law aimed to encourage greater retirement savings achieves its aims, there’s no question it has a direct …

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Tax Documents Calendar

The following is a complete list of all tax documents used for reporting throughout the year, listed in order of when they will be released each year. DOCUMENT NAME INFORMATION REPORTED ONLINE AVAILABILITY DATE JANUARY 1099-QPayments from Qualified Education Programs (under Sections 529 and 530) Distributions from qualified tuition programs and Coverdell ESA January 17, …

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How can I lower my credit card debt & improve my credit report?

If you find that you are struggling to pay down a credit card balance, here are some strategies that can help eliminate your credit card debt. Pay off cards with the highest interest rate first. If you have more than one card that carries an outstanding balance, one option is to prioritize your payments according to …

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Closing Gaps in Your Insurance Coverage

Buying insurance is about sharing or shifting risk, but you may think you’re covered for specific losses when, in fact, you’re not. Here are some common coverage gaps to consider when reviewing your own insurance coverage. Life insurance In general, you want to have enough life insurance coverage (when coupled with savings and income) to …

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