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Financial Matters

News and information to help improve your Four Capitals
the approach
Cybersecurity

Mobile Banking Apps: FBI Public Service Announcement

The FBI recently posted a Public Service Announcement about the increased use of mobile banking apps. They anticipate that cyber criminals may take advantage of this to conduct attacks and scams through app-based faking trojans and fake banking apps.

Posted By Schultz Financial Group Inc.
June 26, 2020
Insurance & Risk Management

Maximize Your Insurance Program

Insurance premiums are on the rise across the country. Here are a few risk management strategies you can use to maximize your insurance.

Posted By Alyssa Dalbey
June 18, 2020
Retirement Planning

Coronavirus-related Retirement Plan Distributions

A Coronavirus-related distribution is any distribution made on or after January 1, 2020 and before December 31, 2020 from an eligible retirement plan made to a qualified individual.

Posted By Alyssa Dalbey
May 21, 2020
Tax Planning

Above-the-Line Charitable Tax Deduction

The Coronavirus Aid, Relief, and Economic Security (CARES) Act added an above-the-line tax deduction for 2020. Taxpayers who make a qualified charitable contribution and who do not itemize their deductions using Schedule A may be eligible for a deduction from the calculation of gross income.

Posted By Alyssa Dalbey
May 20, 2020
Financial Planning

2020 RMDs Waived Under CARES Act

In March 2020, the Coronavirus Aid, Relief, and Economic Security (CARES) Act was passed. There are several components to the CARES Act that will impact many, if not all, Americans. This blog article focuses on how the CARES Act affects Required Minimum Distributions (RMDs).

Posted By Alyssa Dalbey
April 30, 2020