Getting Your Financial Ducks In A Row Rotating Header Image

December, 2019:

SECURE Act RMD Rules

With the passage of the SECURE Act, many changes have come into effect for retirement accounts. This article covers the SECURE Act RMD rules.

The Outrageous Effect of Taxation of Social Security Benefits

Minor increases to income can result in significant increases to taxation of Social Security benefits, if you’re in the right range of income.

Holiday Gifting Ideas for Kids

With the Holidays coming up and the giving spirit in full motion, I wanted to share something I heard on a radio show regarding giving that stuck with me. It’s common for people to have a budget for the Holidays and the best laid plans to stick to it. Often, those plans get blown to bits as emotions come into play and wanting to give as much as they can to their kids. I’ve been guilty of it myself. Here’s what the show recommended: give a total of four gifts per child. A gift they want – this could be something your child has been asking about quite often such as a toy, pet, etc. A gift they need – this could be music, dance, karate lessons. Or something practical and useful for school, college, etc. A gift they can wear – not a ton of explanation here. A gift […]

IRS warns of gift card scam

A new scam is making the rounds – a caller impersonates an IRS agent and demands payment in the form of a gift card. Here’s what to look out for.