(to educate, inform and amuse)
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One of the many outcomes of the COVID epidemic is that more people are thinking about their estate planning. Wills have become a focus, either reviewing or creating new ones. An important part of a will that gets little attention is the Executor, the person who follows your wishes and makes sure that your goals […]
Read more...November is usually the month that we pay attention to year-end tax planning. We recommend that you calculate your total income this year and see what you can do to reduce it. With all the political wrangling going on in DC, it’s hard to know whether there will be tax savings changes before December 31st. […]
Read more...Your health insurance isn’t a “one-and-done” deal. You need to revisit your coverage at least once a year and ask yourself, has something changed in my medical needs, doctors, network or prescriptions. October is open enrollment month not just for Medicare but also for workplace health insurance and benefits across the country. Medicare open enrollment […]
Read more...You hear it all over the news: get 9.6% risk‐free interest by buying I‐Bonds. Clients ask us whether they should invest in them. Let’s look a bit closer at what an I‐Bond is and the pros and cons of buying them now. Here is a summary: An I Bond is a US Savings bond that […]
Read more...Some of the current economic challenges are higher salaries, higher savings, and higher rent. This might result in you using more of your available credit on your credit cards, store cards or a Home Equity line. This is also bringing more first-time home buyers to the housing market. While housing supplies are tight, many have […]
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