News & Info

There are just a few days left during this Medicare open enrollment period and, if a change is needed to your Medicare plan, then this is...

With tax season around the corner you can expect an increase in tax related scams. Which it is why it is important to know how to identify...

Your loved one has lost capacity and you are named in their Power of Attorney and/or Trust – Now what? If you are fortunate, your loved...

Annuities are great investments for people who are frightened by the stock market or need a tax-deferred investment, and they have long been...

In today’s world, many people connect with friends and family via social media more than they do in “real life.” Additionally, online shopping...

We often hear from family members who are unhappy with the terms of a loved one’s current Will. The issue is often laced with problematic...

A recent study by the Associated Press NORC Center for Public Affairs research found that almost 40% of Americans feel confident in their...

According to the National Endowment for Financial Education, financial education efforts aim to provide financial information to help people...

Check your mailbox because you might have a check waiting for you from the State of Virginia. Now through October 15, 2019, tax relief refunds...

Many people do not understand the complexities involved in administering a decedent’s estate. Estate administration can be even more problematic...

When you execute an estate plan, chances are you’re enthusiastic about how well your plan is going to work for you and relieved to have what...

Much has been written and contemplated about the care that an individual needs to age successfully, and even more has been written on how...

Before you renew your passport and leave the Country, you will want to make sure that you are not seriously delinquent on your tax debt. IRC...

The Thrift Savings Plan (“TSP”) is a 401(k)-style retirement savings plan for federal employees and military personnel.  When these employees...

On August 8, 2019, the U.S. Department of Labor (DOL) issued opinion letter FMLA2019-2-A which set forth that employees may take leave under...

In recent years, the percentage of couples getting married has declined, and those who do get married, are getting married later. In fact,...

Image credit to https://www.pexels.com/ Did you know that diet may be the best way to fight aging? The benefits of diet and exercise have...

Here are a few reasons you might have received a tax notice instead of your refund… After completing the dreaded task of filing your tax return,...

Did you used to itemize your deductions before 2018?  Do you miss being able to deduct unreimbursed work-related expenses like mileage,...

Many parents travel for work or otherwise send children to stay with a relative for temporary points in time, entrusting others with the care...