Blog
Advisory Perspective Series – Tax Resolution
A few times a year, I ask a professional to answer a series of questions about their work. Today, I’d like to introduce you to someone who provides invaluable work worldwide as a Certified Tax Resolution Specialist. We all know about taxes! Having someone who can help when you encounter difficulty is a gift! Image […]
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BOI Reporting UPDATE
Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the […]
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Changes Ahead
December is here – I don’t know about you, but it seems this year has gone by quickly 🤔 Changes are ahead! Let’s make sure you’re ready! Change is inevitable, and with each new year comes a fresh wave of transitions, challenges, and opportunities. Whether you’re anticipating personal changes, professional shifts, or broader societal developments, […]
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Thanksgiving
As families and friends begin to celebrate Thanksgiving in the US, I want to wish you all a happy Thanksgiving! I’m keeping it short and sweet this week 🙂 As always, feel free to send me an Email or Message if you have any questions. For additional information about my work check out @ The Living Planner or @ The […]
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Q4 Plans
Q4 plans are underway. Plans and planning are often lumped into the same “bucket”. Over the years, I’ve discovered the main difference between plans and planning is that planning is the process of thinking about how to achieve a goal, while a plan is the documentation of that process. Separating the how from the execution is […]
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Veterans Day
As Veterans Day approaches, it’s a time to recognize not only the service of our veterans but also ensure they and their families are aware of the comprehensive benefits they’ve earned through their sacrifice and dedication. This blog post is written to share key benefits and resources available to veterans and their loved ones. Photo […]
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Family Caregivers
The Hidden Heroes Among Us: Celebrating National Family Caregivers Month In homes across America, an extraordinary story of love, dedication, and sacrifice unfolds every day. These stories belong to family caregivers—parents caring for children with special needs, adult children supporting aging parents, and grandparents stepping in to raise grandchildren. This November, during National Family Caregivers […]
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2025 Tax Brackets
It’s that time of year … the IRS announced tax brackets for 2025. Every fall, the IRS announces inflation adjusted tax brackets for the following year to protect us from inflation pushing us into a higher tax bracket. US inflation is lower than it’s been in three years and the IRS annual adjustment is smaller […]
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2025 Medicare Changes
Changes to Medicare taking effect in 2025 are on the horizon. Medicare open enrollment started October 15th and goes through December 7th. There’s so much information out there – wow! In this post, I’ll try to highlight the key points and encourage you to talk with experienced insurance brokers to help you sort through what’s […]
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