1 Oct 2021

Coping with Financial Issues of COVID-19 - Part 52

This month I wanted to remind everyone of the incredible amount of information at Military One Source, specialized to help those in the military. Additionally, I thought it would be helpful to provide some financial information for those with children as it’s never too soon (or late!) to learn about money.

2 Sep 2021

Coping with Financial Issues of COVID-19 - Part 51

A spending plan gives you control. Your plan will clearly show how much money you have coming in, what you’re spending it on and where you can make trade-offs to come up with extra cash.

5 Aug 2021

Coping with Financial Issues of COVID-19 - Part 50

This month’s Tidbit will emphasize a couple of summer-specific tax tips from the IRS.

9 Jun 2021

Coping with Financial Issues of COVID-19 - Part 49

This month’s RSD will mark the halfway point in the year, how are you doing financially? Do you need to make any adjustments in your withholding for income tax purposes? Is your TSP invested properly and are your contributing enough to meet your retirement goals? These and many other types of personal financial planning questions can be addressed in an appointment or call with me.

9 Jun 2021

Coping with Financial Issues of COVID-19 - Part 48

By the time you get this issue, your 2020 taxes are most likely filed, Economic Impact Payments have been received, it appears the pandemic is receding somewhat and the economy is starting to recover. This month’s Tidbit focuses on the need to have a written spending plan to help you maximize your income by identifying where and how you have expenses.

1 Apr 2021

Coping with Financial Issues of COVID-19 - Part 47

This month’s Tidbit will follow-up on last month’s focus on income tax filing. Many of you could have experienced notable changes in income, deductions, etc., so please note the tax filing items I suggest.

9 Mar 2021

Coping with Financial Issues of COVID-19 - Part 46

This month’s Tidbit will follow up on last month’s focus on income tax filing. Many of you could have experienced notable changes in income, deductions, etc., so please note the tax filing items I suggest.

2 Feb 2021

Coping with Financial Issues of COVID-19 - Part 45

Filing your taxes just may be a little more challenging this year due to COVID-related Executive Orders and other adjustments. Tax season can be a dreaded time of year for many people, but the Defense Department's Military OneSource offers the MilTax program to ease filing stress for service members and their families

8 Jan 2021

Coping with Financial Issues of COVID-19 - Part 41

AnnualCreditReport.com is the official site to get your free annual credit reports. This right is guaranteed by Federal law. You can verify this is the official site by visiting the CFPB's website. A credit score is usually a three-digit number that lenders use to help them decide whether you get a mortgage, a credit card or some other line of credit, and the interest rate you are charged for this credit.

6 Jan 2021

Coping with Financial Issues of COVID-19 - Part 40

Happy New Year, and good riddance, 2020! Hope everyone had a safe and wonderful Christmas as we look forward to getting ahead of this pandemic and returning to “normalcy” (whatever that will look like!).