Working remotely? You Could Be in For a Tax Surprise

With over 4.3 million people in the U.S. working remotely due to the pandemic, there could be tax consequences many are unaware of.  If you ...

How Does a Health Savings Account (HSA) Benefit You in Retirement?

Healthcare costs are only going up. People are living longer, health care inflation continues to exceed the rate of general inflation, and the average retirement ...

What You Need To Know About Medicare and Medicare Advantage Open Enrollment

Open enrollment is here; it is a process you should review thoroughly, and your decisions should be weighed carefully. Review your annual notice of change, ...

Scams to Watch Out For in 2020

Financial scams are an everyday threat. With the advent of the coronavirus, we now have even more scams to worry about. Like the virus itself, ...

What Should You Do With Your Retirement Account When You Leave Or Lose Your Job?

Now more than ever, many Americans are faced with the decision of what to do with their 401(k) or 403(b).  Whether it is because of ...

The Power Behind Automatic Contributions

Did you know that, according to the U.S. Census Bureau, just 1/3 of working Americans are saving money in an employer-sponsored or tax-deferred retirement account? This fact ...

9 Ways You Could Sabotage Your Retirement

NOT HAVING A PLAN & NOT OBTAINING ADVICE FROM A PROFESSIONAL Making contributions is great, but to what end if you don’t have an actual ...

Are Your Adult Children Jeopardizing Your Retirement?

Written by Dan Mules, CPA Retirement is the finish line for many. Having run the rat race year after year, there is nothing sweeter than ...

The Who, What, When, and Where of Stimulus Checks

Stimulus checks are on the minds of many as many Americans struggle to weather the economic fallout from the Coronavirus pandemic.  Below are answers to ...