Preparing for a Professional Pivot, Ep #119
2020 has been a year of change. The pandemic has given people an opportunity to rethink their lives and many have been rethinking their career. Whether you are one of…
Posts by Grayson Blazek
How to Unlock the New CARES Act Charitable Deduction
The CARES Act, passed in response to the Coronavirus Pandemic, brought with it numerous financial planning opportunities. This includes a new deduction to utilize for charitable gifting. In 2020, taxpayers…
The ABC’s of Special Needs Financial Planning, Ep #113
Special needs financial planning is an intricate and delicate process. A process loaded with challenging emotional and financial decisions. So below we provide 4 steps to think through if planning…
What the CARES Act Means for You, Ep #108
The Coronavirus Aid, Relief, and Economic Security Act or CARES Act was just recently passed and the new law will impact just about every American. But do you know…
What You Need to Know About the New 2019 Tax Filing Deadline
As a result of the Coronavirus Pandemic, the US Treasury and Internal Revenue Service have issued guidance on the filing of 2019 tax returns and have begun to provide a…
How an IRMAA Appeal Can Save You Thousands of Dollars in Medicare Premiums, Ep #104
How closely did you look at your Medicare premium notice letter this past December? If it mentioned an IRMAA adjustment, and you experienced a life-changing event, you may want to…
When Will I Have Everything I Need to File My Taxes for 2019?
As we progress into the new year and approach tax filing season, there are several items related to your Pershing accounts we would like to bring to your attention. If…
Managing the Risk of Longevity
Making decisions for retirement can feel like an overwhelming process, as it’s made up of numerous topics and considerations. Most of the time, we think about these considerations in isolation.…
The Dreaded IRS Letter: Dealing with a CP2000, Ep #95
Every year there are approximately 140 million tax returns filed with the IRS and of those, 4 million will receive an IRS letter stating that there is a discrepancy. Your…
Guide to Preserving Yours or a Loved Ones Legacy, Ep #87
Nobody likes to talk about the two certainties of life: death and taxes. So much so that we delay important decisions on how to deal with our assets for…
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