What is a beneficiary?Has it been a while since you chose beneficiaries for your accounts? If it’s time to re-assess, take a moment to refresh yourself on some basic beneficiary facts. ✓
Important tax filing change: The IRS has extended the deadline for filing individual federal tax returns and making 2020 contributions to an IRA. The new deadline is May 17, 2021. Here are other key dates to keep in mind: https://bit.ly/3wr0OSZ
Women who manage moneyWomen can face unique challenges that can keep them from learning about and being involved in money matters. What are the keys to overcoming? Understand what’s holding you back and then begin taking these steps toward empowerment.
