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Estate Planning During an Emergency

During times of emergency or pressing health concerns, many will find themselves in a rush to consider estate planning decisions. We want to stress that ideally, you will have taken the time to carefully consider your options and draft a complete estate plan with a qualified attorney before an emergency situation strikes. However, that is [...]

By |2020-06-11T14:47:50-05:00April 20th, 2020|Financial tips|0 Comments

The Deadline for Filing Your 2019 Federal Income Taxes Has Been Extended

While the nation grapples with the coronavirus outbreak, lawmakers are convening to determine solutions that will help us all through this time. One decision will help taxpayers breathe a sigh of relief: The deadline for filing your 2019 federal income tax return has been postponed to July 15, 2020. The new deadline applies to everyone. [...]

By |2020-06-11T15:29:03-05:00April 6th, 2020|Financial tips|0 Comments

A New Law Might Affect Your Estate Plan

For Mark Roberts' Use: Aiming to make retirement planning more accessible to many Americans, Congress passed the SECURE Act which was signed into law in December. The law lifts a few key restrictions that once created unnecessary obstacles for many as they planned for retirement. However, one part of the law might actually complicate your [...]

By |2020-02-09T16:47:07-06:00February 9th, 2020|Financial tips|0 Comments

Warn Your Adult Kids About These 5 Common Financial Mistakes

For Mark Roberts' Use: If there’s one thing most parents want to pass on to their children, it’s financial wisdom. You’ve been young yourself, you’ve made some financial mistakes, and you’re hoping your kids can learn from them. That can often be the case, since financial mistakes aren’t subject to quite the same generational value [...]

By |2019-11-20T13:43:00-06:00November 20th, 2019|Financial tips|0 Comments