End-of-Summer Financial Reset: Preparing for Q4 Tax Planning

COVID-19 has changed the deadline for 2019 tax filings and retirement account contributions to July 15th, 2020. The tax filing deadline change is part of the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) stimulus package for tax payors.

If you are working from home and receiving a paycheck during this pandemic, consider yourself lucky despite your confinement to one place.

The CARES Act (The Coronavirus Aid, Relief, and Economic Security Act) became law on March 27 th , 2020, and contains significant legislation for Required Minimum Distributions (RMD) for those over age 70 ½ who have already started RMD.

Spring is the season when high school seniors and their families find out if their awards package at their chosen college or university is enough-or not. A happy time can become stressful when financial aid and award letters arrive with evident shortfalls.

Not everyone experiences a life-changing event in their lifetime, one that impacts them for better or worse. As we continue to experience the pandemic, we are witnesses to our own experiences.

Today’s women are more educated and have more significant job opportunities compared to previous generations.

With coronavirus (COVID-19) all around us, investors may be wondering how their investments will fare as this ‘global pandemic’ spreads. Is COVID-19 capable of moving markets? We know it is and came at a time when the economy was already stressing.

ABOUT TRUST AND ESTATE SERVICES IN LAS VEGAS When creating a financial plan for the future it is very important in my opinion to also plan for the unexpected.

INSURANCE IS A VALUABLE TOOL EVERYONE SHOULD CONSIDER In today’s world there are many uncertainties, but without being humorous, the one certainty we can rely on is each of us has a mortality schedule and will pass away.

The term HENRY (High Earners Not Rich Yet) refers to individuals who have the potential to become wealthy in the future because of their income.

The past 100 years have seen changes in how people plan for their financial futures and how they live. Borders no longer restrict people from living in one country; their profession often takes them to parts of the world they never anticipated.

A growing trend in global debt markets, Green Lending, continues to grow among American debt investors. Green Lending ties sustainability initiatives into loan products designed to entice and reward debtors who meet sustainability goals.

Over the past ten thousand years, the Earth’s climate has remained stable. Today, we know through science and research that climate change is happening.

Being debt-free is possible for everyone, regardless of income. Learning to manage our debt and spending habits and then focus on saving can be life-changing and positively affect your net worth.

Many people decide to ‘semi-retire’ early and start taking their Social Security Retirement benefit at the earliest age possible.

Become a part of a growing, local financial advisory firm! Link Financial Advisory is a Las Vegas based firm that aims to provide exceptional service for a wide range of financial needs. As an independent firm, we are able to offer a variety of strategies, in

Effective January 1, 2020, the SECURE Act, a progressive change to retirement savings plans, is now law. The last legislation to retirement savings happened when Congress allowed for automatic enrollment of employees and the addition of Target Date funds to re

With 2020 barely started, preparation for tax season is underway for many investors. Now in the second year of filing taxes under the Tax Cuts and Jobs Act of 2017 (TCJA), focusing your attention on deductions you can use versus those that were eliminated will

Review your saving and spending habits and assess what you can do to save more this year. Definition of Savvy: having or showing perception, comprehension, or shrewdness especially in practical matters.

What steps can you take to help transition the obligation of debt best in a divorce situation? When saying “I do,” to any relationship, seldom is the thought of ending the relationship discussed or the division of joint debt.