by Joyce Streithorst | Jun 4, 2020 | Financial Planning, In The News, Retirement, Tax
What You Need to Know In response to the global coronavirus pandemic, the U.S. government has passed several significant relief bills in March and April of 2020. Here is an overview: Phase 1 – The Coronavirus Preparedness and Response Supplemental...
by Joyce Streithorst | Jun 4, 2020 | In The News, Tax
What You Need to Know 2020 has been unprecedented in so many ways. Given the Coronavirus, the taxing authorities have decided to extend a number of tax deadlines to ensure that taxpayers have sufficient time to adequately prepare and pay their taxes. Here...
by Joyce Streithorst | May 11, 2020 | In The News, Retirement, Tax
Provisions for Retirement Accounts in the CARES Act On March 27, 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law. This $2 trillion emergency bill was created with the intention of providing financial relief for...
by Joyce Streithorst | Apr 15, 2020 | Couples, Estate Planning, Families, Financial Planning, Retirement, Women
Making the Most of Your Financial Resources in Retirement When conducting a financial analysis for retirement planning, you should review the factors that will contribute to your ability to achieve the retirement lifestyle you want. When you retire, you will...
by Joyce Streithorst | Apr 11, 2020 | End of Life Planning, Estate Planning, Financial Planning, Seniors
Using Advance Directives to Guide Your Medical Care “You do not need to put me on a ventilator. Keep it for the younger patients, I have had a beautiful life.” As reported in The Brussels Times, Suzanne Hoylaerts, a 90-year-old Belgian woman, made this decision...
