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An Estate Executor’s Financial Challenges:
Checks Received After a Death
Whether a decedent has a sizable estate or not, there are times when checks come in that have no home. If the decedent’s assets were…

- Eddy & Schein Group|
- October 1, 2023|

An Estate Executor’s Financial Challenges:
The Basics
If you’ve been appointed to be an estate executor, your job is to manage the estate’s financial affairs and carry out the deceased person’s final…

- Eddy & Schein Group|
- October 1, 2023|

What You Can Learn from Analyzing Your Tax Return
Now that your taxes are prepared and ready to file, consider one more valuable step… analyzing your tax return. It’s a good opportunity to let…

- Eddy & Schein Group|
- April 6, 2023|

Tax Liability on Real Estate Sales
Real estate ownership often represents an individual’s or couple’s largest asset, and its sale can significantly impact their tax liability. This is among the key…

- Eddy & Schein Group|
- March 14, 2023|

Tax Deductions for Medical Expenses
One of the most challenging tax deductions for our clients is medical expenses. For medical expenses to be deductible, the total costs must exceed 7.5%…

- Eddy & Schein Group|
- March 1, 2023|

Overcoming Tax Season Anxiety
Tax season has begun! And for many, the daunting task of tax preparation provokes anxiety and procrastination. And a lack of financial organization makes the…

- Eddy & Schein Group|
- February 27, 2023|

- Financial Organization |
- Financially Organized |
- Investments |
- Personal Finance Management |
- Taxes |
Get Financially Organized for the New Year
We are big believers in being financially organized. To get you started in the new year, we’ve assembled a collection of our articles focused on…

- Eddy & Schein Group|
- January 27, 2023|

- Budget |
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Personal Finance Management |
- Taxes |
The Value of Financial Organization
Financial organization leads to better decision-making. And better decision-making means being better prepared for achieving your long-term financial goals. At Eddy & Schein Group, we…

- Eddy & Schein Group|
- January 10, 2023|