Ask Us Anything: Backdoor Roth IRAs
By Brent Weiss, CFP®, ChFC® If your income is too high to take advantage of a conventional Roth IRA, or you’d like to put away more
03/29/2021
Month: March 2021
Ask Us Anything: Top Tax Filing Mistakes
By Brent Weiss, CFP®, ChFC® Brent highlights common tax mistakes that can delay your refund or even cost you additional taxes, penalties, and interest.https://youtu.be/cq22nyumhzg Time Stamps:
03/22/2021
Tax Moves to Make Before the New May 17 Deadline
The IRS recently announced that the due date for filing your 2020 tax return has been moved from April 15 to May 17, 2021. If you’re suddenly feeling a sense of deja vu, it’s justified: last year the IRS moved the deadline for filing your 2019 tax return from the normal April 15 to July 15.
03/19/2021
Ask Us Anything: Stimulus 3.0
By Brent Weiss, CFP®, ChFC® The $1.9 trillion stimulus bill, the third in the pandemic era, is more than just $1,400 checks. Brent outlines what it
03/15/2021
Ask Us Anything: Reasons to Refinance
By Brent Weiss, CFP®, ChFC® With today’s low rates, is it time to refinance your debt? Brent highlights several ways to take advantage of rock-bottom interest
03/09/2021
Ask Us Anything: Relationships & Mortgages
By Brent Weiss, CFP®, ChFC® When two people buy a home, should two names be on the mortgage? Brent outlines the financial and psychological factors to
03/01/2021