by Robert Sechrist | Mar 20, 2023 | financial planning, Money
‘A step in the right direction,’ says tax pro KEY POINTS The IRS this week unveiled a new option to respond to nine agency notices online. The new feature allows taxpayers and professionals to digitally upload requested documents, rather than responding by mail....
by Robert Sechrist | Mar 13, 2023 | estate
No family is exactly like another, so here are some considerations to help you decide which distribution strategy best suits your situation, values and goals. When reviewing your estate plan, how you distribute your assets to your beneficiaries isn’t always a simple...
by Robert Sechrist | Mar 6, 2023 | financial planning, Insurance
Health savings accounts (HSAs) are projected to surpass $100 billion in assets in 2023, showing that consumers are realizing the potential power of HSAs, including as a significant wealth-building tool (there were nearly 34 million accounts in June 2022, according to...
by Robert Sechrist | Feb 27, 2023 | estate
An appointment with your estate planning attorney can address any holes that have developed and ensure everything is in place The new year is a good time to reflect on what’s important to us and commit to making ourselves and our world better. Whether we make...
by Robert Sechrist | Feb 20, 2023 | College Planning
New year, new you? Probably not. One of the revelations that will likely come in 2023 is that you’re largely the same person as last year. You don’t suddenly love running or taking vitamins. But sometimes it’s good when things don’t change, and the fact that many of...
