The Consulate Journal is our written blog, dedicated to educating our audience on a wide range of topics. Sometimes we’ll be sharing our financial planning philosophies, and other times sharing our views of money and its place in our lives. Most often, we’ll be sharing specific and actionable financial planning strategies that we use with our clients.
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The Internal Revenue Service (IRS) uses algorithms (i.e., computer program applications) to examine the data that it receives and then fires off notices to taxpayers to explain distributions from individual retirement accounts (IRAs) and other forms of retirement accounts. When…Read More
With the growing prevalence of technology in our daily lives, identity theft is becoming an increasingly more common occurrence. The Financial Consulate strongly recommends mitigating the risk of identity theft by utilizing the following recommendations: Check your credit report at…Read More