Blog
It’s Fall!
The fall equinox occurred at 11:50pm Pacific Time on Friday, September 22, 2023, when the sun crossed the celestial equator. Fall is a time of reflection as we prepare for the festivities of the end of the year. Fall also marks the falling of leaves, shorter days, and colder days while we wait for winter. […]
Suicide Prevention
Suicide is the 11th leading cause of death in the US, with more than 14 deaths for every 100,000 people. In 2022, suicide rates increased 3% compared to 2021, per US death certificate findings. September is Suicide Awareness Month. Resources are available to help, I want to share information from 988 Suicide & Crisis Lifeline […]
Student Loan Repayments
43.6 million borrowers have federal student loan debt. Student loan repayments begin next month. In March 2020, an interest free pause was given due to the pandemic. Federal student loans began accruing interest September 1st, with payments due in October. Per MarketWatch, loan payments have already begun. Let’s get the word out and alert those impacted […]
Preparedness Highlights
September is here! There are 121 days from September 1st and December 31st – where has the year gone?! September transitions us from summer to autumn. September is also National Preparedness month. Here are some important highlights for you to be prepared! ready.gov/september National Preparedness Month The 2023 Ready Campaign’s theme this year is “Take […]
Medication Go Bag
Storm season is upon us. Do you have a “go bag”? If so, do you have a medication go bag? This is your “tickle” reminder of the day 😉 As I don’t take any prescription medications, this was a learning experience for me too! Consider everyone in your family (including your pets) when making your […]
Fire Season+ Prepare for the Worst
Fire season is upon us. The Lahaina wildfires on Maui last week heartbreaking. Watching the horror I was reminded of the 2018 Camp Fire in Paradise, CA. Simultaneously, it is hurricane season. Heads up California, we may have our 1st Tropical Storm landfall since 1939 this weekend! This summer has been brutal with heat, rain […]
Know Your Numbers
Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the […]
New Medicare Information of Importance
There were two important pieces of information I found this week pertaining to Medicare. 1) The personal information of 600,000+ Medicare beneficiaries were accessed in the MoveIt data breach and 2) CMS announces a new dementia care model for Medicare patients. For all who are on who know people on Medicare, read on! Data Breach […]
Catch-up Contribution Change in 2024
If you have a 401K and are over the age of 50, you are able to make a catch-up contribution to your 401K. In 2024, there will be a change to the popular catch-up contribution. Heads up! Catch-up Contribution Eligibility The IRS defines a catch-up contribution this way. “A catch-up contribution is an elective deferral […]