Planning matters

Never Take on the IRS Alone

Sleuthing your way through a tax audit by yourself is not the same as fixing a leaky faucet or changing your oil. There are reasons you should seek professional help as soon as you receive a letter from the IRS.  IRS auditors do this for a living — you don’t. Seasoned IRS agents have seen…

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Spring Cleaning – Don’t Forget to Tidy Up Your Finances

It’s the season for spring cleaning and we don’t just mean around your home. Your finances might need a spruce up too.

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Prepare! Information Urgency!

Most of us probably yawn at a discussion of record-keeping systems. Many of us think of filing as a process of storing away data. But, when in effect it is a “retrieval” system that only becomes important at a moment of urgency. For example, a new job application, a threatening illness, inheritance documentation, a lawsuit, etc. And when the need for information is urgent, where do we go?

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Keep Your Beneficiary Designations Current

Life is always changing. Major life events such as death, marriage, divorce, or having a child significantly change your life. It’s crucial for you to keep the information regarding your beneficiaries up to date…

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Subject of Cybercrime? Take These Steps First!

Being subject to cybercrime is a very stressful experience. If you find yourself compromised by one of these attacks, it’s essential you act quickly to mitigate the impact of the breach. The following provides information on steps to take within the first one to two days after a breach has occurred…

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