Posts by Simonet Financial

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Our Office and Social Distancing Policies

Effective tomorrow, Thursday March 25th, our office will move to working remotely for the next two weeks or until further notice, in order to be compliant with our community’s social distancing policies. While…
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Coronavirus Update from Bill Simonet

In volatile and stressful times like these, it’s always important to have perspective. Since the turn of the millennium, the market’s negative response to health crises has been relatively short-lived.…
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Filing Status Considerations: Divorce

What are filing status considerations?If you’re separated, considering a divorce, or are already divorced, you should be aware of the income tax ramifications of your divorce-related financial decisions. An important…
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Updating Your Tax Withholdings

If you fail to estimate your federal income tax withholding properly, it may cost you in a variety of ways. If you receive an income tax refund, it essentially means…
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IRA and Retirement Plan Limits for 2020

If you or your spouse currently have multiple Individual Retirement Accounts open, please contact us to consider consolidating those accounts. Having multiple IRAs open can result in excessive management costs…
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SECURE Act Important Retirement Plan Changes

The $1.4 trillion spending package enacted on December 20, 2019, included the Setting Every Community Up for Retirement Enhancement (SECURE) Act, which had overwhelmingly passed the House of Representatives in…
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A Reality Check For Holiday Spenders

During the holiday season, like many people, you’re probably finding that in the process of spreading good cheer you’ve spent too much money. Along with needing to trim a few…
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