Withdrawing Retirement Funds During COVID-19

The Internal Revenue Service (IRS) announced it has expanded retirement fund withdrawal eligibility to “take into account additional factors such as reductions in pay, rescissions of a job offer, and delayed start dates.” The updated criteria, part of the...

Credit Card Concierge: Did You Know?

Select premium credit cards often come with a concierge service benefit and most cardholders don’t know or don’t take advantage of the service. Much like having an assistant at the office, a concierge can do the legwork for your personal needs while you simply pay for...

COVID-19: Were You Prepared, What Will You Change?

The impact of COVID-19 is colossal and everyone is feeling the impact. We all know someone who needs extra care during this pandemic. Do you have the financial resources and peace of mind in place to help? Perhaps you are a child taking care of a parent or a parent...

Aging in Place in the Wake of COVID-19

Everyone ages and, as a result, they eventually need personal and medical care in a comfortable living environment. Seniors are tasked with deciding what their care will look like and where they want to wake up each morning. With COVID-19 wreaking havoc at nursing...

Reminder – Extended Tax Deadline Hits July 15

For some, the onset of COVID-19 brought about a much-needed reprieve from the traditional Spring tax deadlines. The Internal Revenue Service (IRS) extended the deadline for all taxpayers to July 15, 2020. Anyone, including Americans who live and work abroad,...