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Federal Income Tax Returns and Payments

Due Date for Federal Income Tax Returns and Payments Postponed to July 15

Disaster Preparedness for Businesses

What is a disaster preparedness program?

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

On March 20, 2020, the Department of Education announced terms for student loan relief for tens of millions of borrowers in response to COVID-19

Financial Leadership Insights

Only a few days left in 2019.
Contact me if you have any last minute tax questions.

Five Retirement Lessons from Today's Retirees

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work undertaken in addition to a full-time job. Generally, side hustles are freelance or piecework in nature. Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income.

What You Need to Know About Side Hustles

Do you want to earn some extra money doing what you enjoy on your own time? Consider pursuing a side hustle, which can be defined as any type of work undertaken in addition to a full-time job. Generally, side hustles are freelance or piecework in nature. Depending on how much time and energy you put into a side hustle, you could earn a significant supplemental income.

FINANCIAL NEED VS. AID

Just because your child has financial need doesn't automatically mean that colleges will meet 100% of it. Each year, the College Board releases its annual Trends in College Pricing report ....

AS A BUSINESS OWNER, WHAT SHOULD I KNOW BEFORE ADDING A FINANCIAL WELLNESS PROGRAM?

As a business owner, what should I know before adding a financial wellness program? Financial wellness programs are gaining traction among employee benefit offerings...

COLLEGE COSTS: THE ABC DISCUSSION METHOD WITH YOUR CHILDREN

It's August. A time families are preparing to send a child to college and/or families are gearing up to help...

SUMMER ACTIVITIES: HOME RENTALS AND TEMPORARY WORKERS

Summer allows for many activities outside of your normal routines. You can work less, head for the beach or mountains...

Balancing 401(k) and HSA Contributions

If you have the opportunity to contribute to both a 401(k) and a health savings account (HSA), you may wonder how best to take advantage of them. Determining how much to contribute to each type of plan will require some careful thought and strategic planning.

The SECURE Act and Your Retirement Savings

The Setting Every Community Up for Retirement Enhancement (SECURE) Act was enacted in December 2019 as part of a larger federal spending package. This long-awaited legislation expands savings opportunities for workers and includes new requirements and incentives for employers that provide retirement benefits. At the same time, it restricts a popular estate planning strategy for individuals with significant assets in IRAs and employer-sponsored retirement plans.

The Coronavirus and the Global Economy

As of February 26, 2020, the death toll from COVID-19 - the official name of the coronavirus first reported in Wuhan, China - passed 2,700, while the number of confirmed cases exceeded 80,000. Almost all were in China, most of them in Wuhan and the surrounding Hubei province. But more than 2,500 cases, including 46 deaths, had been reported in almost 40 other countries. A surge of cases and deaths in South Korea, Italy, and Iran caused new concern that the virus may be difficult to contain.1

There's Still Time to Contribute to an IRA for 2019

Even though tax filing season is well under way, there's still time to make a regular IRA contribution for 2019. You have until your tax return due date (not including extensions) to contribute up to $6,000 for 2019 ($7,000 if you were age 50 or older on December 31, 2019). For most taxpayers, the contribution deadline for 2019 is April 15, 2020.

Coronavirus Concerns? Consider Past Health Crises

During the last week of February 2020, the S&P 500 lost 11.49% - the worst week for stocks since the 2008 financial crisis - only to jump by 4.6% on the first Monday in March.

Coping with Market Volatility: Avoid Rash Decisions

If you've been watching the market lately, perhaps the first question on your mind is, "Should I make a big change in my investments?"

CARES Act Provides Relief to Individuals and Businesses

On Friday, March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. Major relief provisions are summarized here.

Be Sure to Use Appropriate Benchmarks

Do you find yourself glued to the daily news reports on market movements wondering about your own savings and investments? Before you make any hasty decisions, be sure you understand how these reports relate - or don't relate - to your individual portfolio.

Important Disclosures

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of SC. No offers may be made or accepted from any resident outside the specific states referenced.

Prepared by Broadridge Investor Communication Solutions, Inc. Copyright 2018.