To close out the unusual year we've just had, I wrote a guest article for Retirement Daily on The Street. I covered 10 financial tasks we can all wrap up after the holidays. With such a complex financial system, it's important to take some time to look under the hood at each account you own. And, help prepare for the upcoming tax season. None of these account reviews takes … [Read more...] about Guest Column: 10 Financial Tasks to Wrap Up 2020
Financial tasks
Boomers and Automation: 10 Financial Tasks to Automate
Did you know that once you pay off your mortgage, you’re responsible for making those pesky property tax payments on your own? And, once your paycheck stops, the IRS will want you to make estimated tax payments. They have “quirky quarters” and missing even one of the deadlines spells interest and penalties for you. In fact, there are ways to prepare for these … [Read more...] about Boomers and Automation: 10 Financial Tasks to Automate