ACTIVE LIFESTYLE FINANCIAL PLANNING

We received a couple of questions this week from folks eligible to receive a relief payment who hadn’t yet seen it via direct deposit. While initial indications were that if bank account information was provided on the 2018 or 2019 return, the payment would be pushed to that account. That doesn’t appear to be true in all cases. What we are now seeing is that if a refund was due on the 2018 or 2019 return, the payment was pushed. If however there was an amount owed, it may

Coronavirus Relief Programs We must remain in constant study to ensure we are taking advantage of all opportunities available in client's plans. That's one of the things I like most about the job. There is always something new to learn. The Coronavirus has been particularly prodigious in providing changes in the financial planning landscape as there have been three pieces of legislation passed in the four weeks we have been dealing with the outbreak in the US. They are as fol

Coronavirus Relief Programs We must remain in constant study to ensure we are taking advantage of all opportunities available in client's plans. That's one of the things I like most about the job. There is always something new to learn. The Coronavirus has been particularly prodigious in providing changes in the financial planning landscape as there have been three pieces of legislation passed in the four weeks we have been dealing with the outbreak in the US. They are as fol