Kenneth Heard - Assurance

Do you have questions about possible tax-saving opportunities? Reach out anytime.

The Most-Overlooked Tax Breaks for Retirees | Kiplinger Unfortunately, seniors often miss tax-saving opportunities that are available to them. Don't let that happen to you!

Find out about the latest social media scams and phishing tactics to watch out for.

IRS urges caution with email, social media and phones as part of "Dirty Dozen" series | Internal Revenue Service IR-2021-137, June 29, 2021 — The Internal Revenue Service today continues its “Dirty Dozen” scam series with a warning to taxpayers to watch out for unexpected schemes in the form of emails, text or social media messages and phone calls.

Learn more about the Secure Act of 2019 and how it might affect some IRA account holders.

Inheriting an individual retirement account? Here's how to avoid a tax bomb Inherited individual retirement accounts may come with bigger than expected tax bills without proactive planning. Here are expert tips for easing the tax bite.

Find out about the different kinds of trusts and how they may help with estate planning.

A Few Common Questions About Trusts Do you have questions? Get in touch today.

The twice-monthly newsletter discusses finance news, retirement planning topics and more.

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Exploring different mindsets may help entrepreneurs continue to learn, grow and succeed.

3 CEO-Level Mindsets That Create Freedom and Financial Independence True freedom means spending time the way you want to spend it and doing what you want to do.

It's not something you might think about every day, but it's important to know how to proceed if one of your employees is going through a divorce.

How to Protect Your Business When an Employee Gets Divorced | Kiplinger When one of your workers goes through a divorce, like it or not, your company can get pulled into the fray. It’s in your best interest (as well as theirs) to help streamline the process.

Many people end up returning to work in some capacity after they retire. Here are the financial implications to keep in mind.

Heading back to work after retiring? That cash may impact the rest of your financial life While extra money may allow you to leave more in your retirement account so it can continue to grow, it may negatively affect other financial considerations.

Consider these do's and don'ts when helping loved ones with money.

What to Know About Lending to Family and Friends Extending a loan requires careful consideration.

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Do you have any college students in your life? Consider sharing some of these best practices with them.

10 Financial Tips for College Students Here are 10 tips for building good financial habits as a college student, which should help form a foundation for a sound financial life.

Here are a few things to watch out for as you near (or experience) retirement.

Retirement Pitfalls: What to Avoid Before You Retire The author of 'The 5 Years Before You Retire' shares tips to avoid them

The IRS has announced that interest rates will remain the same for Q3 2021. Read the news release:

Interest rates remain the same for the third quarter of 2021 | Internal Revenue Service IR-2021-120, May 27, 2021 — The Internal Revenue Service today announced that interest rates will remain the same for the calendar quarter beginning July 1, 2021.

Earning more might mean you're tempted to spend more. How can you find the right balance?

Ideas for Managing Lifestyle Inflation Keep these guidelines in mind if you want to keep lifestyle inflation under control.

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Want to make sure you're on track for a comfortable retirement? Don't let these common mistakes derail your plans.

10 Retirement Planning Mistakes People Make at 50 Advice from experienced financial planners to help 50-year-olds avoid common savings missteps while building their retirement nest eggs.

Make sure you understand how taxes on retirement accounts work. Have questions? Reach out today.

These strategies can reduce the taxes you will pay on retirement accounts If your retirement funds are in a traditional 401(k) or individual retirement account, the U.S. government is owed part of it in the form of taxes.

Here are a few things to consider in light of recent proposed changes.

How might possible wealth tax changes affect you? Have questions? Reach out today.

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Do these challenges lead to stronger leadership skills?

You Are Not a Leader Until You Face These 5 Pains Here are the five rites of passage that every leader must go through, why they're so difficult and why they're essential to creating the business of your dreams.

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Get in Touch And find out how you could win a $500 Visa gift card.

Take a look at the 100 companies Time Magazine has named "most influential."

Introducing the TIME100 Most Influential Companies of 2021 Check out TIME's inaugural list of the world's 100 most influential businesses

Are you and your spouse on the same page? A recent survey shows that many couples regularly disagree (or simply don't communicate enough) about their finances.

5 Mistakes Couples Make Planning for Retirement Easy steps couples can take to avoid conflicts that often arise over differing visions or preferences for spending time and money in retirement.

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Find out how it's taxed and why it's often so volatile.

Do you have questions about cryptocurrency? Have questions? Reach out anytime.

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Here's how to protect yourself if your information has been compromised.

What to Do After a Data Breach After a data breach, take the following steps identified by Consumer Reports to secure any information that was compromised.

Is there anything I can help you with? Please reach out if you or someone you know could use my services now or in the near future.

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Are you curious about how to make the most of this networking app? Here are a few helpful tips for business owners.

The Entrepreneur's Guide to Clubhouse The audio-chat app offers a dauntingly vast collection of groups and events for business owners. Here are some recommendations to cut through the noise.