Blog Archives

Women and Social Security

This month, we’ve assemble resources to educate women about Social Security, a key component of your retirement planning! Take a listen to our webinar “Get What’s Yours: Maximizing Social Security“. We cover the basics to help evaluate the best claiming

Posted in 2019 March Newsletter

IRS Waives Penalty for Many Whose Tax Withholding and Estimated Tax Payments Fell Short in 2018

The Internal Revenue Service announced that it is waiving the estimated tax penalty for many taxpayers whose 2018 federal income tax withholding and estimated tax payments fell short of their total tax liability for the year. The IRS is generally

Posted in 2019 March Newsletter

Why is Your Tax Refund Smaller in 2018?

Originally published on By Shira Schoenberg | Is your tax refund smaller this year? You’re not alone. As of Feb. 1, the IRS had issued 4.67 million refunds this year, compared to 6.17 million at the same time

Posted in 2019 March Newsletter