by somichcpa | May 11, 2020 | Financial Planning
How to get cash quickly when you’re out of work You’re not alone in trying to navigate the financial uncertainty during the coronavirus pandemic. Millions of American workers who lost their paycheck because of COVID-19 need to find creative ways to pay bills....
by somichcpa | Apr 26, 2020 | Financial Planning, Individual Taxes
The Cares Act is continuing to provide program letters on the expanded unemployment benefits. This has not been fully implemented across the country and it will be administered by each state’s local benefits programs. Fortunately, Ohio is one of the states that...
by somichcpa | Feb 11, 2020 | Financial Planning, Individual Taxes, Retirement Planning
The Setting Every Community Up for Retirement Enhancement Act, also known as the SECURE Act, was passed by Congress in late December 2019. Here are some of the features in the new legislation that will help you save more for retirement: Money can continue to grow...
by somichcpa | Oct 11, 2019 | Financial Planning, Individual Taxes
According to Credit Karma, over $40 BILLION of unclaimed property is currently being held by state governments. That’s a staggering amount of money — enough to buy half of the National Football League franchises. Not included in that figure is property sitting...
by somichcpa | Oct 1, 2019 | Financial Planning, Individual Taxes, Uncategorized
With the school year underway, suddenly the realization sets in that graduation isn’t too far away for high school seniors. Here are five things each graduate should understand before their big graduation day: Debt needs to be managed carefully.It is way too...
by somichcpa | Sep 20, 2019 | Financial Planning, Individual Taxes, Retirement Planning, Tax Tips
Too often taxpayers receive tax surprises at year-end due to actions taken by mutual funds they own. What can add insult to injury is the unsuspecting taxpayer who recently purchases the shares in a mutual fund only to be taxed on their recent investment. How does...
