May 2018

In this issue:

• Tax Cuts and Jobs Act Update
• Handling Health Care Coverage Gaps
• Protect Yourself From Port-Out Scams
• Managing Money Tips for Couples

This Month:

• May 13th: Mother's Day
• May 28th: Memorial Day

Now that the 2017 tax filing season is over, it's time to start adapting to some of the momentous tax changes passed last year. This issue provides an update on the latest news affecting 2018 taxes, as well as a guide to the (still intact) IRS penalties for gaps in health care coverage. There's an article about managing money with your significant other, and also an update about the latest identity theft "port-out" scam.

If you wish to review your situation, call at any time. Also feel free to forward this newsletter to someone who may benefit.