Kelli Peterson answers your frequently asked questions around stimulus payments, including, “Is my stimulus payment taxable?” and “I received a payment for a deceased taxpayer. Now what?!”Read More
As of Jan. 27, 2020, the IRS will start to accept 2019 tax returns. Most taxpayers are watching for their W-2s, 1099s, and other tax related documents to arrive in the mail and are curious to see if their tax situation will be better than it was a year ago with the new tax law changes.Read More
According to a recent study done by Fidelity, the average total costs of healthcare for a retired couple, aged 65 and living until ages 85/87, will be $285,000!¹ When people think about their retirement goals, they often overlook the expenses associated with keeping up their health. Being aware of your options and how you can fund this goal in retirement can help mitigate the possibility of having to give up your current lifestyle.Read More
You may be able to receive subsidies from the government for your health insurance premiums. In order to make health insurance more affordable, the Affordable Care Act allows eligible individuals to receive a premium tax credit if they obtain health insurance through the Marketplace.
The Marketplace is a health care exchange that was established by the government under the Affordable Care Act and is also referred to as “Obamacare.” It was signed into law March 23, 2010. This legislation requires allRead More
How often do you conduct business electronically? You may be surprised at the answer!
Any time you check your bank account online, have your paycheck or Social Security payment directly deposited, make contributions to your IRA, pay for your home utilities, make a purchase online, file your taxes, or use social media, you are sending or receiving information electronically. You have an electronic account in some form or another with almost every organization with which you transact.