April 2018

my Social Security

Social Security – a term we’ve all heard, a program we pay into and a source of income when we retire.  Looking back into history tells us that although Social Security did not really arrive in America until 1935, there was one important precursor, that offered something we could recognize as a social security program, […]

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Leadership Skills in Daily Life

Fast Company posted an article this month that caught my eye about leadership.  Leadership is defined many ways by many people.  How you define it will influence you, your actions and your life. Working with individuals and businesses, I’ve experienced various leadership styles along the way.  When Fast Company posted their article, “4 Ways to

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Health Care Decisions

It’s that time of year once again … let’s get beyond taxes and explore health care decisions!  16 April, 2018 is National Health Care Decisions Day!  This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning.   Yes, advanced care planning involves legal documents to

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Tax Filing References Available

Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone?  TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements.  Check it out

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No Fooling

Happy April, Happy Holiday weekend, Happy Spring! Want to relay a an item of financial importance (no joke!) today for those who turned 70 between July 1, 1946 and June 30, 1947. Today, April 1st is the deadline for those who are 70 1/2 or older to start taking required minimum distributions (RMD’s) from their

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