Posts by Michelle Smalenberger
[Video] Gift Match & A New Year
[Video] Gift Match & A New Year| Here is our final reveal of our Gift match from the 2020 Christmas challenge! We challenged you to give a gift so we could match it.
Read More[Video] Schedule your tax return
[Video] Schedule Your Tax Return| Have you ever thought to schedule your tax return? Let me explain what I am talking about and the advantages to this.
Read More[Video] Consolidating Retirement Accounts
[Video] Consolidating Retirement Accounts| Do you have accounts with past employers you need to do something with? Should you roll these over?
Read MoreDecember 2020 Financial Planning & Investment Newsletter
Financial Planning & Investing December 2020 Newsletter: Financial Planning & Investing, Recapping 2020 Returns | 2020 Charitable Giving Strategy , Self-Directed 401k, Fee-Only Financial Advisor, Chicago, Barrington
Read MoreCARES Act: Mortgage Forbearance Request
CARES Act: Mortgage Forbearance Request Background: Another provision of the CARES Act, for keeping more funds in your pocket, allows for individuals with a mortgage to defer their mortgage payments for 90 days, and as long as 180 days. Timing: This is an immediate benefit you can receive. Benefits: If you have a federally backed…
Read MoreCARES Act For Businesses: Payroll Tax & Net Operating Losses Loosened
CARES Act For Businesses: Payroll Tax & Net Operating Payroll Tax Payment Deferral Background: The “CARES Act” which was recently signed into law allows employers as well as those self-employed the ability to defer payroll tax or self-employment tax payments. Amount & Timing The payroll tax payments which are eligible for deferral begin on the…
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