Personal Finance

Tax Filing Deadline

Tax Filing Deadline & Stimulus Payments – BE CAREFUL!

March 18, 2021

The tax filing deadline has been extended. Before you say yes too quickly, be very careful of the dollar amounts that are on your tax return!

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Stimulus Checks

Third Round of Stimulus Checks

March 11, 2021

A third round of stimulus checks is coming and also includes other items. How will consumers use their “stimmy” this time around?

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Freeze My Credit Demonstration

[Video] How to Freeze My Credit

February 4, 2021

[Video] How To Freeze My Credit?|Today we want to walk through how to freeze your credit. There has been a lot of fraud happening so we want to be sure and discuss this.

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Recapping 2020 Investment Returns and Looking Forward to 2021

December 10, 2020

While it’s always important to stay focused on what’s ahead, there’s value in recapping 2020 returns for investors before looking forward to 2021.

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Make a Change With Your Donations

A 2020 Charitable Giving Strategy You Don’t Want to Miss!

December 3, 2020

It’s a good time to remind ourselves the government created a $300 charitable giving benefit for 2020 that’s available to ALL taxpayers.

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Mortgage Rates at All Time Low – But for How Long?

November 12, 2020

One of the major surprises during 2020 has been the resiliency of the housing market and mortgage refinancing. Despite the pandemic and the surge in unemployment that came with it, the housing market is as hot as it has been since 2005-2006. | Financial Design Studio, Inc.

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