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Category Archives: Blog

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  2. Category "Blog"
Jul22020
Tax Tip

A Novel Way to Make COVID-19 Relief Donations

Blog, Charitable Giving, TaxBy Editorial TeamJuly 2, 2020

You may be able to convert unused paid vacation time, sick leave and personal leave for cash payments that your employer can donate to COVID-19 relief charitable organizations.

Jul12020

Social Security and Medicare Face Financial Challenges

Blog, Insurance, RetirementBy Editorial TeamJuly 1, 2020

Read highlights of about the current financial condition and challenges both Social Security and Medicare face.

Jun292020
Student Loans

Interest Rates on Federal Student Loans Decrease to Record Lows for 2020-2021

Blog, Education PlanningBy Editorial TeamJune 29, 2020

For the second year in a row, interest rates on federal student loans will decrease for the 2020-2021 academic year.

Jun262020
Research Credit

Does Your Business Qualify for the Research Tax Credit?

Blog, Business Owner/Self Employed, TaxBy Editorial TeamJune 26, 2020

The purpose of this credit is to reward businesses that pursue innovation by continually increasing investment in research activities.

Jun252020
Retirement

Tapping Retirement Savings During a Financial Crisis

Blog, Coronavirus, Personal Finance, RetirementBy Editorial TeamJune 25, 2020

While the CARES Act made it easier to access money in retirement plans, understanding these new guidelines and other rules for loans and early withdrawals may help you determine if this is an appropriate option during a financial crisis.

Jun242020

Congress Liberalizes PPP Loan Forgiveness

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamJune 24, 2020

Congress passed the Paycheck Protection Program Flexibility Act (PPPFA) of 2020, which makes substantial changes to PPP Loans.

Jun222020
Kids

ABCs of Finance: 4 Tips to Teach Kids About Money

Blog, Family FinancesBy Editorial TeamJune 22, 2020

Teach younger children some simple lessons today that will give them a solid foundation for making a lifetime of sound financial decisions.

Jun192020

Unraveling the Economic Impact Payment Confusion

Blog, Coronavirus, TaxBy Editorial TeamJune 19, 2020

Was your economic impact payment more or less than you expected? We explain why and what happens if you received more than you should have.

Jun182020
Checkup

Mid-Year Financial Checkup: 6 Things to Do Now

Blog, Personal FinanceBy Editorial TeamJune 18, 2020

The first part of 2020 was rocky, but there should be better days ahead. Taking a close look at your finances may give you the foundation you need to begin moving forward.

Jun172020
retiree

Retiree Confidence Drops in 2020, as Some Workers Worry

Blog, RetirementBy Editorial TeamJune 17, 2020

How has the first quarter of 2020 affected retirement confidence?

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