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Financial Planning

Gone Phishing: How to Avoid the Lure of a Scam

Each year the IRS publishes the top dozen tax scams it encounters over the prior year. One of them that makes an all-too-common appearance on their list is the phishing scam. Phishing requires bait. Phishing is the act of creating a fake e-mail or website that looks like the real thing. This …

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Half of a Whole: Financial Planning When a Spouse Passes Away

Whether it’s sudden and unexpected or after an already lengthy ordeal, there’s nothing that can prepare you for losing your spouse. Grief and mourning affect each of us uniquely, but all widows and widowers share a painful dilemma: On the one hand, the world seems to demand rapid response to a …

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Highlights of the Second Covid-19 Relief Bill

After months of proposals, negotiations, disagreements, and ultimately inaction, Congress overwhelmingly approved a $900 billion COVID-19 relief package for individuals and businesses. The relief package, which passed the Senate by a vote of 92-6 and passed the House by a vote of 359-53, includes a …

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