Susan MoussiMar 4, 20202 minThink Advisor Article: Many Americans Financially Unprepared for Divorce, WidowhoodIn a recent article on Think Advisor, they reported a survey by TD Ameritrade in which they found that a solid percentage of people are...
Susan MoussiNov 25, 20193 minTax Season Tips & Planning Part TwoEnough of the year has gone by that you have a pretty good idea as to the income and deductions you have incurred thus far and there is s...
Susan MoussiNov 18, 20193 minTax Season Tips & Planning Part OneIt’s that most wonderful time of the year. Enough of the year has gone by that you have a pretty good idea as to the income and...
Susan MoussiAug 7, 20192 minIs It Time to Amp Up Your ROTH Accounts?On May 23, 2019, the US House passed H.R. 1994-Setting Every Community Up for Retirement Enhancement Act of 2019, aka SECURE Act.
Susan MoussiJun 27, 20173 minI’m Getting Divorced. What Will Happen to My Home?Aside from the emotional attachment one may have for their home, there are also financial attachments. The residence may be the 1st or...
Susan MoussiFeb 9, 20162 minDivorce and Social Security: What You Need to Know!Social Security benefits are in a constant state of flux; eligibilities and rules are always changing, and the rules are complex...
