Monthly Archives: March 2020

How to Prepare Financially for Pet Ownership

Welcoming a new pet into the home is an exciting experience for many families. In fact, more than half of all Americans own at least one pet, according to the American Veterinary Medical Association. However, families often don’t think about the financial impact of pet ownership. For example, families spend an average of nearly $3,100 […]

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Coronavirus Tax Relief: Filing and Payment Deadlines Extended to July 15, 2020

(Taken from the IRS and U.S. Treasury websites): March 20, 2020 The Treasury Department and the Internal Revenue Service are providing special payment relief to individuals and businesses in response to the COVID-19 Outbreak. On Friday, Treasury Secretary Steven Mnuchin said in a press conference that the deadline for filing tax returns and remitting payment […]

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Reassess Your Risk Tolerance in Light of High Market Volatility

The volatility that investment markets have experienced over the past few weeks serves as a good reminder of the importance of determining your level of risk tolerance. In other words, how much risk are you comfortable taking in order to achieve a certain level of investment return? Risk is inherent in all investments, though some […]

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5 Last-Minute Deductions That Could Shave Your Tax Bill

If you’re working on finalizing your 2019 income tax return, you might be looking for some last-minute deductions to help lower your tax bill. Here are 5 possibilities: Taxes and interest paid — A wide range of tax payments are deductible, including personal property (such as ad valorem taxes on vehicles) real property (such as […]

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Stock Market Volatility: What Should You Do Now?

The last week of February was the worst week for U.S. stock markets since October of 2008 when the financial crisis was starting to take hold. February 27 was the steepest one-day drop for the stock market since 2011 and the Dow Jones Industrial Average suffered losses of more than 1,000 points on two separate […]

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