March 2018

Heads-up: Watch out for Exposure

What a week!  In today’s post, we will concentrate on three specific issues of growing importance impacting people of all ages.  Privacy, personal data and protection of your personal information. Security issues have been in the forefront after massive security breaches impacting our identities which in turn effects our ability to file/obtain taxes, secure finances […]

Heads-up: Watch out for Exposure Read More »

Tax Scams

It’s that time of year – The Final Four and the final push to gather what’s needed and file personal taxes! 2017 was no stranger to identity theft due to the Equifax data breach, exposing private information of over 145 Million Americans.  Many Americans began filing taxes as early as 29 January, 2018.  The Federal

Tax Scams Read More »

Tax Considerations for Individuals

We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term.  Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect.  Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new

Tax Considerations for Individuals Read More »

Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

Planning for Interruptions Read More »

Scroll to Top