Happy to announce that, once again, we are honored to receive this recognition! Click to view My Five Star Professional Magazine Profile E-reprint
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FIVESTARPROFESSIONAL.COM
Charlotte Dougherty E-Reprint - Five Star Professional
https://bit.ly/3cS0xyW
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BUSINESSINSIDER.COM
Inheriting an IRA? Here are all the options and withdrawal rules beneficiaries should know
https://bit.ly/30kqfaz
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FORBES.COM
You Have An Estate Plan. Will It Work?
https://on.mktw.net/2HFusPx
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MARKETWATCH.COM
Settling debts with creditors could do more harm than good—consider these options
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BUSINESSINSIDER.COM
The rule of 55 lets you tap into your 401(k) early without paying a penalty, but only if you meet the age requirement and other terms
https://bit.ly/348OU31
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BARRONS.COM
For 401(k) and IRA Holders, Sept. 30 Is Key Deadline for Designating Beneficiaries
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TWOCENTS.LIFEHACKER.COM
Should You Merge Your Old 401(k) Into Your New Plan?
https://on.mktw.net/3jM90qe
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MARKETWATCH.COM
Your guide to the tricky tax rules of retirement
Are you financially astute? Take this short quiz to see how you stack up to the "big three" of financial literacy with questions about interest rates, inflation and diversification.
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MARKETWATCH.COM
Hope to retire someday? See if you can answer these six simple questions
Looking for a social-distancing-friendly spot to visit near you? From secret beaches to drive-through safaris, check out this list of destinations in every state
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MARKETWATCH.COM
Itching to get away? Here are the best destinations in every state to keep your social distance
The recession and global pandemic are hitting charities where it hurts the most: in the wallet. Here's how you can help:#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
KIPLINGER.COM
Retirees' Guide to Giving for the Greatest Impact | Kiplinger
https://on.mktw.net/314MIsg
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MARKETWATCH.COM
This is how to build a portfolio strong enough to handle any uncertainty about the economy and the election
For investors who are considering changing approaches because of the election, remember that market growth is about participation, not timing.
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MARKETWATCH.COM
Should you change your investments because it’s an election year?
How to create better financial habits - no matter what's going on in the world
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MARKETWATCH.COM
How to create better financial habits — no matter what’s going on in the world
https://bit.ly/35rykf6
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BUSINESSINSIDER.COM
Understanding the way compound interest works is key to building wealth or avoiding crushing debt. Here's how to make it work for you
FIRE isn't the only path to a happy retirement
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
FIRE isn’t the only path to a happy retirement
3 reasons to retire as early as you can
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
USATODAY.COM
3 reasons to retire as early as you can
https://bit.ly/3oKa8gP
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MONEY.USNEWS.COM
The Role of Financial Planning During Times of Uncertainty
These are the numbers for the tax year 2021 beginning January 1, 2021. They are NOT the numbers and tables that you’ll use to prepare your 2020 tax returns in 2021. .
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FORBES.COM
IRS Releases 2021 Tax Rates, Standard Deduction Amounts And More
https://cnb.cx/3owyB9h
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CNBC.COM
‘Black Panther’ star Chadwick Boseman died without a will. Here’s why you should have an estate plan
These technologies allow you to shop with friends, without leaving the house
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MARKETWATCH.COM
These technologies allow you to shop with your friends — without leaving the house
https://cnb.cx/32iEfCu
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CNBC.COM
Here's a decade-by-decade guide to retirement planning
Agree with most of these but not all.
https://bit.ly/2JBEkLc
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MONEYWISE.COM
Suze Orman says don't make these costly money mistakes
https://bit.ly/3erB6oY
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FORBES.COM
How To Teach Your Kids (and Yourself!) About Money
https://on.mktw.net/3oNhe4d
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MARKETWATCH.COM
What you can do if you find yourself suddenly retired
https://bit.ly/36JsK8r
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MIC.COM
Exactly how much money you should have saved at every age
https://bit.ly/3pnmBr3
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NEXTAVENUE.ORG
What You Need to Know About Taxes and Your Retirement
https://bit.ly/3pgB2gJ
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IRS.GOV
New income ranges for IRA eligibility in 2021 | Internal Revenue Service
https://bit.ly/3348s8P
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NERDWALLET.COM
15 Ways to Lower Your Energy Bill in 2020 - NerdWallet
https://bit.ly/2GF8tFx
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NERDWALLET.COM
10 Ways to Trick Yourself Into Saving Money
This article walks through the tax treatment of home office-related expenses for employees and contractors while working from home. As always, be sure to consult a tax professional with any questions. #Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
KIPLINGER.COM
Tax Wrinkles for Work-at-Home Employees During COVID-19 | Kiplinger
Wishing you a very Happy Thanksgiving!
#Dougherty-associates.com;http://bit.ly/2z0gB1B
Are you achieving all you are capable of?
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
FORBES.COM
Are You Achieving All That You Are Capable Of?
The universal charitable deduction may allow non-itemizers to claim a tax break of up to $300 when you file taxes in 2021.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
There are many reasons to donate to charity this Giving Tuesday — but here’s a little added tax incentive
How well do you really know these classic holiday tunes?
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
AARP.ORG
Christmas Music Quiz: How Well Do You Know Your Carols?
https://cnb.cx/3fTVRdK
dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
CNBC.COM
The psychological difference between spenders and savers (and what your habits say about your personality)
Proposed package has extended eviction moratorium, enhanced unemployment benefits, Paycheck Protection Program funds and more
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
Here’s what’s included in the $908 billion bipartisan relief proposal
If you were to choose a word that rose above most in 2020, which word would it be?
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TODAY.COM
Merriam-Webster's word of the year is the least surprising thing about 2020
https://bit.ly/3lT5qLk
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NEXTAVENUE.ORG
301 Moved Permanently
https://bit.ly/331POxk
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NEXTAVENUE.ORG
The Things We Get Wrong Planning for Retirement
https://bit.ly/3av2McH
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AMP.AZCENTRAL.COM
The special retirement plan rules of 2020: What you need to know as year comes to end
https://bit.ly/3aaZjQb
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NEXTAVENUE.ORG
You Have an Estate Plan. Will It Work?
https://bit.ly/3oHtkuN
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NEXTAVENUE.ORG
The Tax Rules for Home Businesses and Working From Home
Watch: Google has released its annual “Year In Search” video for 2020.
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YOUTUBE.COM
Google — Year in Search 2020
https://cnb.cx/2tMOXzv
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CNBC.COM
Nearing age 65? What you need to know about Medicare
https://bit.ly/37SToO4
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BUSINESSINSIDER.COM
How ditching 3 bad habits helped me save hundreds of dollars in 2020
During this season, we take time to reflect upon the good things we have, such as our relationship with you. We appreciate working with you and wish you a happy holiday season.#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
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utm_source=facebook&utm_medium=news_tab&utm_content=algorithm
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CNBC.COM
The budget breakdown of a teacher earning $58,000 a year who paid off her student loans and bought a house in Dallas
Here is Key Financial Data for 2021 in 2 pages
https://bit.ly/38phcJX
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FOOL.COM
The Average 401(k) Savings Rate: Will It Really Fund Retirement? | The Motley Fool
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CNBC.COM
How to create a budget for a post-Covid world: Financial advisors
By getting a handle on these changes, you'll be able to start early with tax planning and put yourself in position to save as much as you can on your tax bill.
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FOOL.COM
What Are the Key IRS Tax Changes for 2021? | The Motley Fool
New year, new financial goals: If you’re starting off the new decade with a list of resolutions, consider adding some financial to-dos
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CNBC.COM
10 financial New Year's resolutions to set now and achieve in 2021
https://bit.ly/2N3v7Nf
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NEXTAVENUE.ORG
7 Tips for Rightsizing or Downsizing During the Pandemic
https://on.mktw.net/3nKOPdo
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MARKETWATCH.COM
7 financial resolutions that can boost your wealth for a lifetime
https://bit.ly/3sgkqHy
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TWOCENTS.LIFEHACKER.COM
How to Handle an Unexpected Financial Windfall
https://cnb.cx/3bjxh5x
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CNBC.COM
How to create a budget for a post-Covid world: Financial advisors
https://cnb.cx/3sNmmHu
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CNBC.COM
Here's how wealthy families will save on estate taxes in the Biden presidency
https://bit.ly/3sJ3o56
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NEXTAVENUE.ORG
How to Escape From Retirement Hell
https://bit.ly/3sFeA2G
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NEXTAVENUE.ORG
Why You Need a Digital Estate Plan and How to Make One
https://bit.ly/2N3v7Nf
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NEXTAVENUE.ORG
7 Tips for Rightsizing or Downsizing During the Pandemic
https://on.mktw.net/3nKOPdo
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
7 financial resolutions that can boost your wealth for a lifetime
https://abcn.ws/3iDC975
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ABCNEWS.GO.COM
Millennial Money: Crafting smarter money goals in 2021
https://abcn.ws/3iDC975
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ABCNEWS.GO.COM
Millennial Money: Crafting smarter money goals in 2021
https://cnb.cx/3sNmmHu
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CNBC.COM
Here's how wealthy families will save on estate taxes in the Biden presidency
https://bit.ly/3sJ3o56
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NEXTAVENUE.ORG
How to Escape From Retirement Hell
https://bit.ly/3sFeA2G
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
NEXTAVENUE.ORG
Why You Need a Digital Estate Plan and How to Make One
While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
https://bzfd.it/3a8QFzS
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BUZZFEED.COM
15 Money Lessons People Wish They Had Known Before College
Grandparents may be able to help lower their adult child's stress of paying for college even if they have little money but plenty of time.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
NEXTAVENUE.ORG
How Grandparents Can Help Pay for College - Next Avenue
https://abcn.ws/3iDC975
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ABCNEWS.GO.COM
Millennial Money: Crafting smarter money goals in 2021
https://abcn.ws/3iDC975
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
ABCNEWS.GO.COM
Millennial Money: Crafting smarter money goals in 2021
https://bit.ly/3oX4VRM
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MYWALLETJOY.COM
When Is the Best Time To Buy a House? | MyWalletJoy
https://bit.ly/3rc0a8y
NERDWALLET.COM
The 2 Costs That Can Make or Break Your Nest Egg - NerdWallet
Time is one of the greatest assets you have
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
USATODAY.COM
How to calculate a tax holding period for stock investments
While it’s yet unclear how the story will play out in the long term, it is almost certain to serve as a cautionary tale for years to come.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
https://bzfd.it/3a8QFzS
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BUZZFEED.COM
15 Money Lessons People Wish They Had Known Before College
https://on.mktw.net/3jJioLU
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MARKETWATCH.COM
How much income will your 401(k) provide?
https://bit.ly/3pfzD96
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NERDWALLET.COM
How to Save Money: 17 Tips - NerdWallet
https://yhoo.it/3jDXFJB
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YAHOO.COM
How to keep your student loan payment at $0
https://cnb.cx/36UcItu
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CNBC.COM
How much you need to invest each month to save $1 million by the time you turn 35, 40 or 45
https://bit.ly/3oX4VRM
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MYWALLETJOY.COM
When Is the Best Time To Buy a House? | MyWalletJoy
Here are nine pandemic changes that might just become part of our future survival guide:
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NEXTAVENUE.ORG
9 Things We Learned During COVID-19 That Will Endure
https://bit.ly/2OH5KSd
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MORNINGSTAR.COM
5 Steps Women Can Take to Improve Their Retirement Readiness
https://on.mktw.net/3jJioLU
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MARKETWATCH.COM
How much income will your 401(k) provide?
https://bit.ly/3pfzD96
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NERDWALLET.COM
How to Save Money: 17 Tips - NerdWallet
https://yhoo.it/3jDXFJB
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YAHOO.COM
How to keep your student loan payment at $0
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
How to balance paying student debt with saving for retirement
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
ON.MKTW.NET
37 states don’t tax your Social Security benefits — make that 38 in 2022
Here are nine pandemic changes that might just become part of our future survival guide:
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
NEXTAVENUE.ORG
9 Things We Learned During COVID-19 That Will Endure
https://bit.ly/2OH5KSd
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MORNINGSTAR.COM
5 Steps Women Can Take to Improve Their Retirement Readiness
https://on.mktw.net/3jJioLU
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
How much income will your 401(k) provide?
https://bit.ly/3bWtuKm
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
BUSINESSINSIDER.COM
A single mom who saved $750,000 in 4 years says she followed 6 steps to reach her goal
https://cnb.cx/3dVvPaY
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CNBC.COM
Retirees eager to travel should check their Medicare coverage before hitting the road
In recognition of National Heart Health month, here are 10 heart health tips for women to know and remember:
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
NEXTAVENUE.ORG
10 Things Every Woman Should Do to Protect Her Heart
Student loans can be crippling, as can getting to retirement without enough money saved for your future. #Millennials
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MARKETWATCH.COM
How to balance paying student debt with saving for retirement
Many states have unique and specific provisions regarding the taxation of Social Security benefits, which can be broken into a few broad categories. This map breaks it down.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
ON.MKTW.NET
37 states don’t tax your Social Security benefits — make that 38 in 2022
https://cnb.cx/30hIDAo
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
CNBC.COM
How much you need to invest each month to save $2 million by the time you turn 40
https://bit.ly/2PwZHA5
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
BIT.LY
Bitly | Forbidden | 403
https://cnb.cx/2MNgI8m
CNBC.COM
How to save $2 million before you turn 40
https://bit.ly/3bWtuKm
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
BUSINESSINSIDER.COM
A single mom who saved $750,000 in 4 years says she followed 6 steps to reach her goal
While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
USATODAY.COM
IRS says it won't extend this year's tax-filing deadline
https://on.mktw.net/3eqRUyd
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MARKETWATCH.COM
Opinion: Are there new RMD rules this year?
https://bit.ly/3tb0Uvo
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ABM.EMAPLAN.COM
Let's Talk Retirement
https://cnb.cx/2OtSReh
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
CNBC.COM
Some families could get more than $14,000 in new Covid relief. It's looking more and more like universal basic income
https://cnb.cx/30hIDAo
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CNBC.COM
How much you need to invest each month to save $2 million by the time you turn 40
BROADRIDGEADVISOR.COM
Handling Market Volatility
https://cnb.cx/3c0j8dy
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CNBC.COM
Student loan forgiveness is now tax-free. What that means for borrowers if Biden cancels the debt
https://cbsn.ws/30Uwqlj
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
CBSNEWS.COM
How the new stimulus bill offers healthcare, housing help for women forced to leave their jobs
BROADRIDGEADVISOR.COM
American Rescue Plan Act Provides Relief to Individuals and Businesses
While the IRS extended the tax-filing deadline last year, that doesn't appear to be the case for 2021.
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
USATODAY.COM
IRS says it won't extend this year's tax-filing deadline
https://bit.ly/31j0jvK
#Dougherty-associates.com;http://bit.ly/2z0gB1B#financialplan;#valueofadvice
MORNINGSTAR.COM
Before You Sell Anything in Your 401(k), Read This
https://cnb.cx/3ra3LDH
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CNBC.COM
Biden has promised not to raise taxes on people earning less than $400,000. Here's what he might push for instead
BROADRIDGEADVISOR.COM
Handling Market Volatility
https://cnb.cx/3c0j8dy
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CNBC.COM
Student loan forgiveness is now tax-free. What that means for borrowers if Biden cancels the debt
https://cbsn.ws/30Uwqlj
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CBSNEWS.COM
How the new stimulus bill offers healthcare, housing help for women forced to leave their jobs