I’ve written about this topic in the past but as tax day approaches, I often get questions about filing an extension and what that means. I talked to a client on this very subject earlier this week so let’s recap. What is a tax extension? Tax returns for the previous tax year are due on […]

I talked with a client this week about concerns she had regarding the security of her email account. This is a great topic to cover in today’s post. Before we dive in to email best practices, think about your email account for a minute. If you are like me, it likely contains a pretty comprehensive […]

Oh tax season! Everyone’s favorite time of the year. When the calendar turns to February, I often get questions from clients asking when they can expect to receive their 1099s. Since the question keeps coming up, let’s revisit some 1099 basics and when you can expect to receive yours! What is a 1099? A 1099 […]

I talked with a client this week about a few items concerning Roth IRAs and thought it was worth revisiting these topics as the deadline for 2024 IRA contributions approaches Roth Refresher As a reminder, there are two main categories of retirement savings in the US (1) Traditional savings, which provide for an immediate tax […]

I talked with a client this week about ways to keep their Schwab account safe and secure. Here are a few best practices we discussed. Also please note, even if you do not custody your investments at Schwab, these suggestions may well apply to your online investment account as well Avoid Public Wi-Fi An oldie […]

I’ve met with a few clients this week and in every conversation, the subject of markets being at all time highs has come up. And with that, an underlying hesitation has been expressed about putting new money to work at these levels (specifically into US equities). Wouldn’t it be better to wait until markets are […]

When the calendar turns to January, there are a few things to take care of if you are a participant in an employer plan (401k, 403b, etc). I talked with a client about a few of these reminders this week and thought it would worth highlighting them here. Revisit Contribution Rate Each year, the IRS […]

A new year can bring a lot of excitement – whether it’s setting resolutions, packing up the decorations and cleaning your house, reflecting on a fun holiday, or planning upcoming travel. But a new year also marks the return of a very important task – tax season! While the ultimate April filing deadline may seem […]

We are fast approaching the end of 2024. I’ve talked with a few clients about some actions they can take before we turn the page to 2025. In case you are asking yourself “wait, have I done everything I’m supposed to?,” here is a quick list. (Note, I wrote a detailed post on year-end action […]

It’s no secret there is an increased amount of fraudulent activity in today’s digital world. I’m sure you have received spam emails, unwanted phone calls, strange looking texts, letters notifying you of a data breach, and a whole host of other fraud attempts. One area where fraud can be particularly devastating is investment accounts – […]