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CONTACT US: 312-985-6648 or Hirsch@Lifecycle.Financial
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Blog

What Affects Your Credit Scores?

April 17, 2020 lifecycle

Do you feel like you need an advanced degree to figure out what is affecting your credit score? Good news…

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Posted in: Debt, Financial Wellness

Coronavirus prompts government to loosen rules on tapping retirement savings

April 6, 2020 lifecycle

The CARES Act, the legislation just signed into law by President Donald Trump, contains plenty of provisions for those saving…

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Posted in: Financial Wellness, Retirement

COVID-19: Financial Do’s and Don’ts

March 31, 2020 lifecycle

This is truly is an unprecedented time, not just in our lives, but in every financial market across the world. This is a time you need to dig deep and bring out the “fierce warrior” from within. So what actions do I take that are prudent and wise?

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Posted in: Financial Wellness, General

What to Know About the 2020 U.S. Tax Season

March 23, 2020 lifecycle

April 15 has been the annual deadline for paying taxes in the U.S. since 1955. Not this year. Add America’s…

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Posted in: Financial Wellness, General, Tax

New (Improved) Year – New (improved) Way to Budget

January 3, 2020 lifecycle

By: Hirsch Serman, MBA, CPA  I have always been a huge proponent on having a budget.  As I have helped…

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Posted in: Financial Wellness, General

Reasons to Convert a Roth IRA to a Traditional IRA

December 12, 2019 lifecycle

Depending on your situation, it could make financial sense   KEY TAKEAWAYS Roth IRAs offer tax-free withdrawals during retirement, but…

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Posted in: Financial Wellness, Retirement

Debt Payoff Methods: All About the Blizzard Approach

December 3, 2019 lifecycle

So you have debt. As you probably know, you’re suffering in good company. According to the Federal Reserve, total household debt…

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Posted in: Debt, Financial Wellness, General

IRA Contribution limits announced for 2020

November 18, 2019 lifecycle

  By: Hirsch Serman, MBA, CPA The Internal Revenue Service (IRS) has announced that the Roth IRA and traditional IRA…

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Posted in: Financial Wellness, General, Retirement, Tax

How to Afford the Holidays this Year: The Skip and Stagger Approach

November 15, 2019 lifecycle

If you’re like me, the upcoming holiday season brings with it a mix of excitement and dread. While you might…

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Posted in: Financial Wellness, General

Year End Tax Moves

September 24, 2019 lifecycle

By: Hirsch Serman, MBA, CPA It is hard to believe we are about to enter the last quarter of the…

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Posted in: Financial Wellness, General, Tax

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PHONE: 312-985-6648

email: hirsch@lifecycle.financial

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