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 »
The Markets (as of market close March 19, 2021) Stocks opened last week higher on encouraging economic and vaccine news. The S&P 500 climbed for the fifth straight session, closing up 0.7%, and the Dow advanced for the seventh session, reaching another record high after gaining 0.5%. Tech stocks rebounded, driving the Nasdaq up 1.1%. …
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 »
The Markets (as of market close March 12, 2021) Stocks opened last week mixed, as cyclicals and value stocks advanced, while tech stocks plunged. The Dow (1.0%), the Global Dow (0.8%), and the Russell 2000 (0.5%) posted moderate gains. The S&P 500 fell 0.5%. The Nasdaq dove into correction territory after dropping 2.4% on the …
Selecting a filing status is one of the first decisions you’ll make when you fill out your federal income tax return, so it’s important to know the rules. And because you may have more than one option, you need to know the advantages and disadvantages of each. Making the right decision about your filing status …
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 »
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 »
The Markets (as of market close February 26, 2021) Stocks opened last week mixed to lower. Only the Dow (0.1%) and the Global Dow (0.2%) were able to eke out minimal gains. The Nasdaq plunged 2.5% amid a tech sell-off. The S&P 500 fell for the fifth straight session, dropping 0.8%, and the Russell 2000 …
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 »
The Markets (as of market close February 19, 2021) The stock market was closed last Monday in honor of Presidents’ Day. Equities were mixed on the first day of trading last Tuesday. The Dow advanced 0.2% and the Global Dow gained 0.3%. The remaining benchmark indexes lost value, led by the Russell 2000, which fell …
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