by lindapowell | Feb 12, 2021 | Articles, In The News
Are you considering refinancing your mortgage? Perhaps you want to shorten the term of your home loan. Maybe you have an adjustable-rate mortgage now and want to refi into a fixed rate. Or maybe you want to tap into home equity or consolidate debt. Whatever your...
by lindapowell | Jan 21, 2021 | Articles, In The News
Explaining the many types of 1099 forms and their uses What is a 1099 form? This is a record of payment from an individual or entity, showing a payment, generated for your records. The individual/entity sends a copy to both the payee as well as the I.R.S.1 Who...
by lindapowell | Jan 6, 2021 | Articles, In The News
What the latest round of funding may mean for you After a bit of political posturing in December, the $900 billion Consolidated Appropriations Act of 2021 (2021 CAA) was signed into law by President Trump as the COVID-19 pandemic continues to impact employers and...
by lindapowell | Dec 8, 2020 | Articles, In The News, Uncategorized
Numbers to know for the new year On October 26, the Treasury Department released the 2021 adjusted figures for retirement account savings. Although these adjustments won’t bring any major changes, there are some minor elements to note. 401(k)s. The salary...
by lindapowell | Oct 9, 2020 | Articles, In The News
How much do you know about the different coverage options? Medicare’s open enrollment period runs from October 15 to December 7. If you are enrolling in Medicare for the first time, give yourself plenty of time. You may discover that it is much more complex than an...
by lindapowell | Oct 9, 2020 | Articles, In The News
Six areas of personal finance to review When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize October as Financial Planning Month, so it’s an excellent...
