Posts by Susan Van Tress
2020 Year-End Tax Planning
The window for many tax-saving opportunities closes on December 31. It’s important to evaluate your tax situation, while there’s still time to affect your bottom line for the 2020 tax year. Your specific circumstances should be considered, so please reach out if you have any questions. Timing is Everything Consider any opportunities you have to…
Read MoreHealth Insurance Marketplace
November 1 Begins Open Enrollment for Health Insurance Marketplaces Beginning on November 1, 2020, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2021 health coverage ends…
Read MorePlanning for Incapacity
What would happen if you were mentally or physically unable to take care of yourself or your day-to-day affairs? You might not be able to make sound decisions about your health or finances. You could lose the ability to pay bills, write checks, make deposits, sell assets, or otherwise conduct your affairs. Unless you’re prepared,…
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