2019 July Newsletter

What To Do If Your 401(k) Account Value Declines

From CBS Interactive/ By Steve Vernon  Have you ever opened your 401(k) account statement and stressed out because the balance has declined? Don’t panic. Instead, try these strategies to address the inevitable stock market fluctuations that will occur during your lifetime. Workers Under 50: If you're less than 50 years old, "do nothing" is most… Continue reading What To Do If Your 401(k) Account Value Declines

2019 July Newsletter

This Summer, Work Through Your 2019 Tax Projection

As we shared this winter in an article called Why Is Your Tax Refund Smaller for 2018 (written by Shira Schoenberg and including quotes from Andrew Schwartz CPA), many individuals were surprised that they had smaller tax refunds or owed more in federal income taxes than they had expected in connection with filing their 2018… Continue reading This Summer, Work Through Your 2019 Tax Projection