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Financial Services


Announcements

H&R Block Offers Easiest Way to Get the Most Money Interest Free with Refund Advance Loan of Up to $3,500 Starting Jan. 4

Posted by: thepinetree on 01/08/2020 10:46 AM
Angels Camp, CA...Transforming the taxpayer experience with transparency, no interest and no loan fees. H&R Block offers tax office clients the easiest way to get the most money interest free through applying for a Refund Advance Loan* of up to $3,500 starting Jan. 4. Federal tax refunds can take 21 days to receive, and the IRS expects it will be the first week of March before most people who claim the earned income tax credit or additional child tax credit receive their refunds. However, the Refund Advance, a no-fee, no-interest loan from Axos Bank® offered Jan. 4 to Feb. 29 at participating H&R Block offices, allows clients to access money typically within minutes of filing their tax return.





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Look for Changes in Retirement Plans ~ From Edward Jones

Posted by: thepinetree on 01/06/2020 11:23 AM
Murphys, CA...It might not have made the headlines, but a recently passed piece of legislation could affect the IRAs and 401(k)s of millions of Americans beginning in 2020. So, if you have either of these accounts, or if you run a business, you’ll want to learn more.

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H&R Block Offers Easiest Way to Get the Most Money Interest Free with Refund Advance Loan of Up to $3,500 Starting Jan. 4

Posted by: thepinetree on 01/05/2020 09:10 AM
Angels Camp, CA...Transforming the taxpayer experience with transparency, no interest and no loan fees. H&R Block offers tax office clients the easiest way to get the most money interest free through applying for a Refund Advance Loan* of up to $3,500 starting Jan. 4. Federal tax refunds can take 21 days to receive, and the IRS expects it will be the first week of March before most people who claim the earned income tax credit or additional child tax credit receive their refunds. However, the Refund Advance, a no-fee, no-interest loan from Axos Bank® offered Jan. 4 to Feb. 29 at participating H&R Block offices, allows clients to access money typically within minutes of filing their tax return.




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H&R Block Offers Easiest Way to Get the Most Money Interest Free with Refund Advance Loan of Up to $3,500 Starting Jan. 4

Posted by: thepinetree on 01/03/2020 03:21 PM
Angels Camp, CA...Transforming the taxpayer experience with transparency, no interest and no loan fees. H&R Block offers tax office clients the easiest way to get the most money interest free through applying for a Refund Advance Loan* of up to $3,500 starting Jan. 4. Federal tax refunds can take 21 days to receive, and the IRS expects it will be the first week of March before most people who claim the earned income tax credit or additional child tax credit receive their refunds. However, the Refund Advance, a no-fee, no-interest loan from Axos Bank® offered Jan. 4 to Feb. 29 at participating H&R Block offices, allows clients to access money typically within minutes of filing their tax return.




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Interested In Purchasing A Home? Call Judy Today for a Personal Consultation!

Posted by: thepinetree on 12/09/2019 08:36 AM
Arnold, CA...Judy Bettencourt purchased a home in Blue Lake Springs in 2004 and decided to make it her full time residence in 2008. Judy has been helping clients with homeownership since 1998. Besides her desire to help people with their dream of home ownership, she has a passion for the outdoors and enjoys hiking and cross country skiing.

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The Growth of Socially Responsible Investing ~ from Brian J. Tewksbury

Posted by: thepinetree on 12/05/2019 02:32 PM
Murphys, CA...Brian J. Tewksbury, Biography: Financial Advisor / Investment Advisor / Stock Broker / Insurance Licensed Professional / Business Consultant and Entrepreneur experienced in supporting small business owners and start-ups in all aspects of accounting and fund raising for seed capital and beyond. Specialties: SEC License Series 7 and Series 66. California Insurance License #0G81083


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IRA and Retirement Plan Limits for 2020 ~ From Brian J. Tewksbury

Posted by: thepinetree on 11/13/2019 10:23 AM
Murphys, CA...IRA contribution limits: The maximum amount you can contribute to a traditional IRA or a Roth IRA in 2020 is $6,000 (or 100% of your earned income, if less), unchanged from 2019. The maximum catch-up contribution for those age 50 or older remains at $1,000. You can contribute to both a traditional IRA and a Roth IRA in 2020, but your total contributions can't exceed these annual limits.

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November 1 Begins Open Enrollment for Health Insurance Marketplaces

Posted by: thepinetree on 10/23/2019 04:46 PM
Murphys, CA...Beginning on November 1, 2019, individuals (including families) may apply for new health insurance, switch to a different health-care plan, or re-enroll in their current plan through a Health Insurance Marketplace under the Affordable Care Act (ACA). The open enrollment period for 2020 health coverage ends on December 15, 2019. Individuals can use Health Insurance Marketplaces to compare health plans for benefits and prices and to select a plan that fits their needs. December 15 is the deadline to enroll in or change plans for new coverage to start January 1, 2020. For those who fail to meet the December 15 deadline, the only way to enroll in a Marketplace health plan is during a special enrollment period. To qualify for special enrollment, an individual must have a qualifying life event such as a change in family status (for example, marriage, divorce, birth, or adoption of a child), change in residence, or loss of other health coverage (e.g., loss of employer-based coverage, loss of eligibility for Medicare or Medicaid). Also, only plans sold through a Health Insurance Marketplace qualify for cost assistance.

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Interested In Purchasing A Home? Call Judy Today for a Personal Consultation!

Posted by: thepinetree on 10/15/2019 06:39 PM
Arnold, CA...Judy Bettencourt purchased a home in Blue Lake Springs in 2004 and decided to make it her full time residence in 2008. Judy has been helping clients with homeownership since 1998. Besides her desire to help people with their dream of home ownership, she has a passion for the outdoors and enjoys hiking and cross country skiing.

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Interested In Purchasing A Home? Call Judy Today for a Personal Consultation!

Posted by: thepinetree on 08/20/2019 10:53 AM
Arnold, CA...Judy Bettencourt purchased a home in Blue Lake Springs in 2004 and decided to make it her full time residence in 2008. Judy has been helping clients with homeownership since 1998. Besides her desire to help people with their dream of home ownership, she has a passion for the outdoors and enjoys hiking and cross country skiing.

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