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Ask Connie

Should I withdraw funds from my 401k to help with expenses due to COVID 19?

As part of the CARES Act, Congress expanded distribution rules and added favorable tax treatment for 401k’s and IRAs.  In order to qualify under the CARES Act provision, you, your spouse, or a dependent must have received a positive COVID diagnosis or you have … Read more...


Important Information Regarding Certain Virginia Tax Payment Deadlines

In Tax Bulletin 20-5 on April 27, 2020, the Virginia Department of Taxation announced an automatic waiver of Interest for Certain Income Tax Payments due between April 1, 2020 and June 1, 2020. If full payment of tax due is made on or before June 1, 2020 there … Read more...

News & Views

The Economy Sends Mixed Messages to the Market

The May job’s report was released on Friday June 5th and it was a huge surprise.  As a result of some states reopening in May, more than 2.5 million jobs were added to the economy.  The unemployment rate declined from 14.7% to 13.3% in May.  This far exceeds … Read more