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Don’t Overlook Estate Planning

Talking about estate planning can be uncomfortable and you might think you don’t need to worry about it.  But almost everyone has some things on the Estate Planning Checklist to review periodically: Review and update beneficiaries listed on your life insurance policies, annuities, retirement accounts, 529 accounts or bank accounts. …

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Guide to the new 2020 W-4 Form

Welcome to 2020! It is a new year and that means it’s time to think about your money and taxes.   Should you consider completing a new W-4 Form? The W-4 form is an important document that you complete when you start a new job. This form tells the payroll department…

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Time for Focus
Spreadsheet Document Information Financial Startup Concept

Time for Focus

I have a daily battle with my email inbox. I try different tactics so email doesn’t dominate or dictate my day, but it is a constant war. I recently listened to an interview by John Zeratsky, author of a blog and a new book called Make Time. He was interviewed…

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2019 Paycheck Check Up

Did you owe more on your 2018 federal tax return then you expected?  This was a result of IRS changes to the withholding tables in 2018. Many taxpayers discovered when they filed their 2018 returns that they unexpectedly owed taxes because the federal withholding on their paychecks decreased significantly.  Those…

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