2020 STOCK MARKET UPDATE

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Click to View the PDF We just wanted to give you, our clients an update regarding the marketplace and where we are. As stated earlier in our previous post regarding our Business Continuity Plan, we are still actively managing your portfolios even as the market goes down. We are following the core principles of the marketplace using diversification and by …

2020 MMS OFFICE UPDATES-EFFECTIVE IMMEDIATELY

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As of today, March 23, 2020, Money Management Services, Inc. will be implementing our Business Continuity Plan because of the COVID 19 Virus. Our Business Continuity Plan prepares and plans for critical situations such as what we are experiencing right now in our world. We have prepared extensively in our technology so that we can always work just as we …

2019 TAX RETURN UPDATES

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2019 TAX RETURN UPDATES – EFFECTIVE IMMEDIATELY Due to the COVID 19, the IRS has extended the federal deadline for filing your 2019 Tax Returns from the normal April 15th deadline to July 15th of 2020, effective immediately. Therefore, for the safety of our clients and our staff, if you have not gotten your taxes to us already, please delay …

Office Closed on Friday, April 21st

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Hi everyone.  Ususally we take off and close down the office on Good Friday to celebrate Easter with our families.  But this year, Good Friday fell the friday before the end of tax season.  So we decided to delay our 1 day holiday and take our Good Friday on April, 21st.  Just wanted you all to be aware of our office …

How To Prevent Identity Theft?

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Many of our clients have expressed concern about the recent rise in identity thefts. If you’re concerned, here are some steps you can take to help defend yourself. Don’t trash it; shred it. Shred anything financial, aside from your tax records: credit card statements, bank statements, old checks, deposit slips—you name it. A cagy thief can borrow thousands of dollars …

Record-Keeping Questions?

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With our upcoming SHRED & POPSICKLE DAY (April 29th – see announcement) planned for after tax season, I’m sure the question will come up “how long should I keep my records for?”  Well, the IRS, as well as others have opinions on that, so we have compiled a few links and documents for you to read on how long you should …

2016 Tax Information & Prep

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Here is our {basic} supporting documents list to help you remember what to find and bring with you while gathering everything for your 2016 taxes.  However, if you have any questions of course, don’t hesitate to call us…  2016 Tax Prep Information

Global Markets React to the Trump Win

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Some major indices retreat after the news, but others advance.   News of Donald Trump’s election victory did not upend the equities markets. As word of his largely unexpected Electoral College win traveled around the world, most major indices did not suffer alarming losses. While the Nikkei 225 sank 5.36% overnight, the Shanghai Composite slipped 0.62%, the Sensex 1.23%, and …