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Key Planning & Investment Deadlines Winter 2021

Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each...

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and...

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new...

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a "My Action Plan" so you'll know the next steps to take to...

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse the following topics and questions to guide a cybersecurity discussion with your security professionals and management team.  The goal is to share information, identify problems...

IRS Key Contact Information and Helpful Links

Here's a handy resource for you. On this one-page desktop reference PDF, you will find a plethora of Key IRS Contact Information and Helpful Links.With a click of your mouse, you can download this...

10 Ways To Protect A Small Business from Hackers

As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after...

Key College Funding Data – What You Need to Know About Paying for College

The Key College Funding Data guide offers a roadmap to affording college. This reference guide provides a checklist to help clients through the college admissions process from visiting schools to...

5 Things You Need To Know About The SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know.The...

How To Start The Family Caregiving Discussion

The Smart Estate Planning NewsletterNobody looks forward to discussing finances and elder care with their parents, but every family needs to do it. These tips will help you start the conversation...

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Key Planning & Investment Deadlines Winter 2021

Key Planning & Investment Deadlines Winter 2021

Financial GuidesDo you know what days the market closes for 2021? Or when different tax forms are due? Or when the various enrollment periods for Medicare and health insurance begin and end? Each year brings with it a host of new dates, deadlines, and observances to...

read more
Monthly Client Newsletter December 2020

Monthly Client Newsletter December 2020

Wrapping up 2020 It’s a new year!  How did you do with your year-end tax planning?  Let’s review some questions and important tax strategies that you might still be able to take advantage of now and start the new year off right by implementing these tax strategies...

read more
2021 Key Financial Data

2021 Key Financial Data

Financial Guides Happy New Year to you and your family! I hope you and your family had a safe and healthy holiday season, leaving you recharged to move full steam ahead into 2021. As we enter a new year, it’s a good time to review your tax plan in light of changes to...

read more
Savvy Cybersecurity Quick Reference Guide 2021

Savvy Cybersecurity Quick Reference Guide 2021

Asset Protection  A scorecard to measure your cybersecurity levels, a checklist for actions to take to boost your security, and a "My Action Plan" so you'll know the next steps to take to immediately boost protection against fraud. IMPORTANT The information contained...

read more
Savvy Cybersecurity Business Protection Checklist 2021

Savvy Cybersecurity Business Protection Checklist 2021

Asset ProtectionUse the following topics and questions to guide a cybersecurity discussion with your security professionals and management team.  The goal is to share information, identify problems and strengths, and take action. IMPORTANT The information contained in...

read more
IRS Key Contact Information and Helpful Links

IRS Key Contact Information and Helpful Links

Here's a handy resource for you. On this one-page desktop reference PDF, you will find a plethora of Key IRS Contact Information and Helpful Links.With a click of your mouse, you can download this PDF to your desktop and have the IRS phone numbers and websites for the...

read more
10 Ways To Protect A Small Business from Hackers

10 Ways To Protect A Small Business from Hackers

As a small business owner, you have a lot on your plate, but you need to start educating yourself on another issue threatening businesses. Identity thieves have branched out. They’re not just after individuals anymore—businesses are the new target for hackers and...

read more
5 Things You Need To Know About The SECURE Act

5 Things You Need To Know About The SECURE Act

The SECURE Act is by far the biggest retirement-oriented legislation to be enacted in over a decade. Many Americans are left wondering, “What does this mean for me?” Here’s what you need to know.The SECURE Act, passed in late 2019, is by far the biggest...

read more