Financial & Tax Planning To-Do's Before Year-End
A checklist of issues to consider before 2022, including RMDs, tax planning, cash flow, health insurance, estate planning, and more
Do You Need A Financial Advisor?
Research shows that working with a financial advisor is healthy for both your bottom line and your mental health.
How To Freeze Your Credit And Why
The FBI's Internet Crime Complaint Center received reports of approximately $4.2 billion in losses in 2020. Taking proactive steps helps prevent crimes.
Is A Long-Distance Move Right For You?
Whether you are moving for a new job, need more space, want to be closer to family, preparing to move will take time and money.
Shred It Or Toss It?
Identity thieves know that the old-fashioned way of stealing data still works - by taking discarded documents. Know what you should shred.
Spring Clean Your Finances
Spring is a great time to get your financial house in order. Here is a cleaning checklist to help you feel financially tidy.
Money Smart Week Events
A calendar of virtual events scheduled during Money Smart Week (April 10-17, 2021)
Treasury and IRS extend tax filing and payment deadline to May 17
On March 17, 2021, the Treasury Department and Internal Revenue Service (IRS) announced an automatic extension from April 15, 2021, to May 17, 2021 for federal income tax filing due date for individuals for the 2020 tax year.