Blog
US Tax Updates
It’s time for more US tax updates! Two important areas of focus this week: 1) 2022 Tax Year Benefit Changes and 2) Tax Brackets for 2023. Let’s get you ready for tax preparation and filing for the 2022 calendar year. On Friday October 21st, the IRS also announced the inflation-adjusted employee contribution limit for 401(k)s […]
Read More
Destroy Sensitive Documents
What are “sensitive documents”? How do you destroy sensitive documents? Sensitive documents contain personal information about you that if disclosed can result in identity/data theft or otherwise cause harm to you. Destroying sensitive documents came up this week when a friend in Florida reached out asking how to deal with the documents impacted by Hurricane […]
Read More
Student Loan Forgiveness
Student Loan Forgiveness has been in the news of late. This student loan relief initiative will impact up to 40 Million Americans. As information about the program details continues to evolve, there may be some “tweaks” ahead. The US Department of Education released an article of “do’s and don’ts” this week I wish to share […]
Read More
2023 Medicare Updates from CMS
On September 27, 2022, the Centers for Medicare & Medicaid Services (CMS) released the 2023 premiums, deductibles, and coinsurance amounts for the Medicare Part A and Part B programs, and the 2023 Medicare Part D income-related monthly adjustment amounts. As many know or are planning for your 2023 budgets, I wanted to share this to […]
Read More
Preparedness Month
September is preparedness month. And with the month we’re having, it’s a good time to review the basics. Hurricane Fiona caused devastation from Puerto Rico to Nova Scotia, Newfoundland and Labrador in Canada. Tropical Storm Ian’s formation has necessitated a state wide emergency declaration as they wait to determine the expected hurricane’s impact within the […]
Read More
Life Insurance Awareness Month
Growing up, I knew very little about life insurance. This had not been a topic taught in school, nor discussed at home. Starting my first job out of school, life insurance was offered as a company benefit included in all the papers we filled out when hired. There was not an educational briefing about the […]
Read More
Observations After A Fire Nearby
Fire! What do you think about when you hear the word fire? This week has given me numerous observations after experiencing a fire nearby that I’d like to share with you all while they’re fresh. Plan, Plan, Practice and Plan more! Receiving notifications from accurate sources: city emergency notifications Cal Fire emergency resources and the […]
Read More
Airline Customer Service Dashboard
A new airline customer service dashboard was just released! For those who travel, this is a clarifying moment … you’ll now be able to know before you go! Here is the US Department of Transportation information updated this week! (https://www.transportation.gov/airconsumer/airline-customer-service-dashboard) The U.S. Department of Transportation has created a dashboard to ensure the traveling public has […]
Read More
2022 Data Breaches
2022 data breaches have been on the rise. This is not good news for us, we mere humans, who rely heavily on technology 😟😞 A data breach occurs when a threat actor breaks into (or breaches) a company, organization, or entity’s system and purposefully lifts sensitive, private, and/or personally identifiable data from that system. When […]
Read More