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Category: Tax Saving Tips

Making Financial Decisions When You Don’t Have All the Facts

The president-elect is considering tax changes that could affect stock sales, selling a family business and leaving money to heirs. But we still don’t know how much he’ll be able to do.

12/1/20 1:03 PM
News You Can Use, Post Retirement Money Management, Tax Saving Tips

Reasons to Sign Up for a Health Savings Account

The money grows tax free, and can act as a sort of 401(k) for future health needs if invested. But just 6 percent of account holders do invest the savings.

11/26/20 12:53 PM
Health Insurance Issues, News You Can Use, Tax Saving Tips

When Sheltering in Place Puts Your Tax Strategy at Risk

Advisers say taxpayers facing residency questions because of quarantine orders need to keep detailed records to explain where they lived, for how long and why.

06/12/20 9:44 AM
News You Can Use, Real Estate, Tax Saving Tips

You Have an Extra 3 Months to File Your Taxes. Should You Wait?

If you’re owed a refund, it may be better to file quickly. You can also file your return now but wait until July 15 to pay any taxes owed.

04/15/20 1:52 PM
News You Can Use, Tax Saving Tips

F.A.Q. on Stimulus Checks, Unemployment and the Coronavirus Plan

The $2 trillion relief bill will send money directly to Americans, greatly expand unemployment coverage and make a number of other changes.

04/6/20 1:32 PM
News You Can Use, Sigman Financial Fitness Tips, Tax Saving Tips

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Recent Posts

  • Social Security Seemed Like a Future Problem. The Virus Changed That.
  • Making Financial Decisions When You Don’t Have All the Facts
  • When Medicare Choices Get ‘Pretty Crazy,’ Many Seniors Avert Their Eyes
  • For Millions Deep in Student Loan Debt, Bankruptcy Is No Easy Fix
  • Reasons to Sign Up for a Health Savings Account

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  • Home
  • What We Do
    • Planning for Retirement
    • Investment Planning
    • Cash Flow Planning
    • Estate Planning
    • Insurance Planning
    • Real Estate & Mortgage Finance
    • Divorce Solutions
  • My 2 Cents Blog
  • About Lauren
    • Team
    • Compensation
    • Testimonials
  • Contact
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