Blog
Your Digital Life
Keeping up with your digital life is crazy enough. What happens to your digital life after you’re gone is something to prepare for while you’re still living. Some social media accounts now provide the ability to name a “legacy contact” for their platform. PC Magazine provided information on their site, which I’m sharing today. Password […]
American Heart Month
February is American Heart Month. First proclaimed in 1964 by President Lyndon B. Johnson, American Heart Month began as a national call to take charge of your heart health—a mission that continues today. Heart disease is a leading cause of death in the United States for both men and women. But you can do a […]
Bank Account Beneficiaries
What happens to the $$ in your checking and/or savings account when you die? Many people assume their will determines this—but they’re often wrong. Access to cash in life, during illness, and after you’re gone is why I’m writing about beneficiaries for your bank account today. This question comes up often in my work with […]
Time to Gather Tax Documents
Tax season is officially open in the US. It’s time to gather your tax documents to prepare for your filing! If you don’t have the right paperwork, you could miss out on thousands of dollars in new savings or trigger an audit. Between the massive changes in the One Big Beautiful Bill Act (OBBBA) and […]
Identity Protection Services
Identity theft is skyrocketing. I had a request from a reader to provide a deep dive into identity protection services, and I am happy to oblige! Here is an abbreviated version of what I found. If any of you would like the 12 pages I wrote up, let me know 🙂 Over 748,000 reports of […]
AI and Banking
In 2025, North America leads in AI adoption in banking, with 98% of institutions using AI for at least one operational process, per statistics from CoinLaw.io, From fraud prevention to real-time customer service, AI adoption in banking has surged in 2025, turning traditional institutions into smart, data-driven powerhouses. Image by Qubes Pictures from Pixabay Practical Implications for You Do you have […]
$600 Reporting Threshold
There has been considerable discussion about the $600 reporting threshold, and confusion has resulted from legislative changes and IRS delays. As we begin the new year, here is the latest information I’ve found to pass along to you all. Reporting for Third-Party Payment Networks The reporting requirements for Third-Party Settlement Organizations (TPSOs), such as PayPal, […]
Reflections
Happy New Year! I recently read that a new year gives us 365 opportunities. Think about that for a minute, and ask yourself what’s important to you this year. 2025 sped by. Before we blink, 2026 will be in the rearview mirror, too. How about we all make a pact to live fully this year? […]
Year-End
As year-end nears, I’d like to wish you all a peaceful holiday season. This is the time of year when I enjoy reflecting on the past year, setting intentions for the year ahead, and catching up on unfinished business at home and at work. Here are some suggestions you may find helpful to try! Reflect […]