The IRS has the website up for if you don't normally file a tax return and need to update your payment info for the IRS impact payment. On the same site they soon will have the link to check the status of yours. https://www.irs.gov/coronavirus-tax-relief-and-economic-impact-payments
There are billions in unclaimed dollars in the US. Is some of that yours?
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Surprise! You’ve Got Money!
Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
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Put It in a Letter
Have a kid heading off to college? Here are a few tips.
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A Cheat Sheet for Sending Your Kid to College
The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.
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Four Really Good Reasons to Invest
Your ideal #retirement may differ from reality, but we can work together to better align the two.
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RE: Retirement
When the rules of the game change, tactics should follow in response to the new landscape.
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Revising Estate Strategy Assumptions
Did you know that women control 51% of all personal wealth in the United States?
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Women on the Rise
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Concerned about identity theft? Some things to leave at home. #IdentityTheft
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Please Leave Home Without It
The truth is a little more complicated with these personal finance idioms.
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The Latte Lie and Other Myths
Some simple, inexpensive energy-saving tips that may help you save money.
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A Penny Saved is Two Pennies Earned
You won’t believe what these taxpayers tried to get away with. #IRS #taxes #funny #humor
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Tax Deductions You Won't Believe
Cyber attacks are a growing online threat, but the good news is that you can insure your business! #insurance #sec
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Insuring Your Business Against Cyber Liability
Tax time can be a good time to give your household budget a checkup.
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Budget Check Up: Tax Time Is the Right Time
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
The sooner you begin investing, the longer your money can work for you.
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The Cost of Procrastination
There are ways to protect your business in the event of your death or the death of a partner.
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Insuring Your Business With a Buy/Sell Agreement
The market is as unpredictable as the weather. We’re here to help you prepare.
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Forecast
10 tips that can head-off marriage money problems.
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Prevent a Rift: Money Tips for Newlyweds
A retiree’s #portfolio should reflect the lifestyle choices he or she makes in #retirement. Does yours?
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Does Your Portfolio Fit Your Retirement Lifestyle?
#Insurance is designed to protect you from financial loss, but filing a claim may cost you more in the long run.
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A Home Insurance Claim: To File Or Not To File
Many have heard they should avoid probate; do you understand what probate is and how it works?
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Problems with Probate
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
Three tips for giving smart from the heart.
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Charitable Giving: Smart from the Heart
Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?
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Estate Management Checklist
