Late Breaking News

 

CORONA VIRUS IMPACT

In the interest of protecting our clients and ourselves during this turbulent period, we are discontinuing face-to-face appointments until further notice.  We will use the available technologies of ZOOM, Face Time, FAX, email and phone to provide the best possible services under these circumstances. Payments may be made through your online banking.  If you are not up to date with the technologies we will need to reschedule you when some degree of normalcy returns (if any time is available).

VIRTUAL CONSULTATIONS

You will need a computer and a 3-in-1 printer (COPY-SCAN-FAX)

Please have available: stapler, highlighter, post-its, paper clips 

 

OVER 72 YEARS OLD THIS YEAR?

Please do not forget to withdraw your RMD from tax-sheltered accounts. Avoid severe IRS penalties. Please contact us for any help you may need.

 

IMPORTANT INFORMATION FOR YOUR HEIRS

We have had a lot of experience assisting heirs with the paperwork required upon the demise of a member.  Please take the time to introduce your beneficiaries to us. Be sure they have our contact information.

TRS DOCUMENTS

The TRS website is replacing paper forms with online access for many transactions.  Please establish a user name and password to secure access to these documents.

CONSULTATION FEES

As announced at our past few seminars, our rates increased effective 1/1/2020 for all new bookings after that date.

 

MEDICARE

If you or your spouse is or will be 65 or older when you retire, that person must enroll in MEDICARE PART B 60-90 days BEFORE your retirement date.  This is to be effective on the first of the month in which you are to retire.  Details to be covered during your consult.