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2020 Quarterly Editions Thumbnail

2020 Quarterly Editions


2020 | Quarter 1

In this edition:

  • six most missed deductions
  • secure act changes
  • when should I file my tax return?

Read this Edition!


2020 | Quarter 2 - Special Edition for CARES Act Changes

In this edition:

  • FAQs on RMDs & the CARES act
  • covid-19 and student loans
  • when the market tanks
  • bull & bear markets: a timeline

Read this Edition!


2020 | Quarter 3

In this edition:

  • stocks are not the economy
  • financial stress triggers
  • your summer financial checkup

Read this Edition!


2020 | Quarter 4

In this edition:

  • three budgeting resolutions
  • seven financial stress reducers
  • if Santa fell off your rooftop
  • considerations for tax season 2020

Read this Edition!


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