There are few words scarier to an investor than “banking crisis”. Unfortunately, those are exactly the words being uttered by voices far and wide. Our view is that the worrying is justified in some areas and...
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What can income protection do for you, and do you really need it? Your income helps pay for everyday living expenses, but it also gives you the freedom to do the things you love. Make sure that doesn’t change, even if your...
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A Policy Review Can Help Make Sure Your Life Insurance Is Up-to-Date While your life has changed in countless ways, your life insurance may have remained the same—silently protecting you and your loved ones. However, you may find...
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Did you know you may be required to offer a retirement savings plan to your employees? The state of California passed legislation requiring private-sector employers to provide a qualified retirement savings vehicle. California launched...
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Most people think all financial planners are “certified,” but that is not the case. Just about anyone can use the title “financial planner,” but only those who have fulfilled the rigorous training and...
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Monday, July 13, 2020
Do you have a tax question or need help with tax preparation and filing? We can provide: > e-file > Same day filing services > 1040, 1040EZ, 1040x, Schedule A, C, & D > Federal & State tax return preparation Contact us to...
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TAX BREAKS[1] The tax law changed and you may not be aware of all the tax breaks you are eligible to receive. Some standard deductions continue to climb in 2020 to $12,400 for single taxpayers and married individuals filing separately,...
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The Setting Every Community Up for Retirement Enhancement (SECURE) Act of 2019 has officially been approved by the Senate. The SECURE Act is part of the 2019 year-end appropriations act and tax measure which was created in an effort to...
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Cash may not be the best way for you to support causes or institutions you care about. Do you have a permanent life insurance policy that you don’t need anymore? You could cash it out and collect the money but if there are gains...
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Many Americans seem to count down the days until they can finally retire and relax. There is plenty of advice on how to prepare for retirement by building up your savings and investing in retirement plans. However, a lot of people...
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Dementia is the loss of cognitive functions serious enough to interfere with daily living. Dementia is not a disease. It is a term that defines a wide range of symptoms. It helps to think of Dementia as you would think of a fever. A...
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Wednesday, February 6, 2019
2018 taxes will be “interesting.” There are, as I’m sure you know, a great number of changes in the federal tax code. The following deductions no longer exist: Personal exemptions Dependent exemptions Moving costs...
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I hope this finds you off to a great start to 2019! This is the first email update letter that I have sent out from Krellwitz Kurimoto & Associates and as the managing partner for the firm, it is something that I plan to make happen on...
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We would like to take this opportunity not only to congratulate our own Kevin Kurimoto on achieving his CFA® designation, but also to spread the word to our clients on what an accomplishment it really is. You may not know this, but...
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Every year droves of people (approx. 4 million) will approach the finish line of their working career and retire from the U.S. workforce. Even more staggering, individuals age 65 years or older make up over 41 million people as noted...
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If you are feeling overwhelmed with juggling your finances, or would like to get more organized with a financial plan, you probably could use some guidance. Many people have misconceptions about financial advisors and have unanswered...
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