Important documents in files placed in the filing cabinet

Declutter the Filing Cabinet: What to Save, Move to the Cloud or Shred

This article was originally published by the Wall Street Journal When was the last time you cleaned up the family filing cabinet? Be honest. If you’re like me, that unsightly metal rectangle is probably overstuffed with old utility bills, medical records and tax returns. With tax season under way and extra time at home, it …

Declutter the Filing Cabinet: What to Save, Move to the Cloud or Shred Read More »

United States Capitol Building, on Capitol Hill in Washington DC

American Rescue Plan Act Provides Relief to Individuals and Businesses

On Thursday, March 11, 2021, the American Rescue Plan Act of 2021 (ARPA 2021) was signed into law. This is a $1.9 trillion emergency relief package that includes payments to individuals and funding for federal programs, vaccines and testing, state and local governments, and schools. It is intended to assist individuals and businesses during the …

American Rescue Plan Act Provides Relief to Individuals and Businesses Read More »

Women in Finance : 4 Questions with Nancy Hecht CFP®, AIF®

Q: What do you love most about the financial industry? A: It’s always been important to me to find work that is interesting and it’s always a bonus to help people. With financial planning everyday is different because every client is different. I love getting to know the people I’m helping and diving into their …

Women in Finance : 4 Questions with Nancy Hecht CFP®, AIF® Read More »

Scrap of shredded paper background

Documents You Should Shred to Prevent Identity Theft

This article originally appeared here: Shredding Documents to Keep Your Identity Safe (thebalance.com) Credit Card Offers, Bank Statements, Canceled Checks, and More Each day, the U.S. Postal Services delivers more than 187 million pieces of mail1, and much of that correspondence contains sensitive personal information. A lot of it may seem like junk mail, but …

Documents You Should Shred to Prevent Identity Theft Read More »

Changing Jobs? Know Your 401(k) Options

There’s Still Time to Contribute to an IRA for 2020

Even though tax filing season is well under way, there’s still time to make a regular IRA contribution for 2020. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2020 ($7,000 if you were age 50 or older on or before December 31, 2020). For most taxpayers, …

There’s Still Time to Contribute to an IRA for 2020 Read More »

Schedule A Virtual Meeting From Anywhere In The World