Just yesterday I received a call stating that the person was from the Internal Revenue Service (IRS). The caller said if I didn’t pay my unpaid taxes immediately, I would be arrested. Thankfully I am a financial planner so I know that these calls are a scam. With tax season upon us (individual … [Read more...] about What to Do If You Receive an IRS Scam Call
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You have raised your family and while doing so, you have established friendships and relationships in the community. And you are comfortable in your home. But now the children are adults and no longer live in the home and come to visit for only short periods. Is it the right time to … [Read more...] about When to Downsize?