Blog
Tax Provisions Set to Expire in 2025
In case you haven’t heard, there are some tax provisions set to expire in 2025 if Congress takes no action. August is upon us, and we have four months left in 2024. Take a look at what may expire and prepare accordingly. The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law, is […]
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Back to School
School days are here for many in the US this month. Parents and students are getting back into the swing of things coming out of the summer schedule to the fall schedule. Here are some fun and practical tips to help get you ready! Ready, Set, Go! Suggestions for Parents Image by WOKANDAPIX from Pixabay […]
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The Best Laid Plans
Planning ahead for what life has in store for us provides a good foundation. And … planning is an ongoing necessity! The best laid (and made) plans are impacted by multiple variables and today, I’d like to share a few examples. https://pixabay.com/photos/mouse-figure-love-letter-valentine-3099088 Life Changes Reviewing plans regularly is highly recommended. Especially when there are changes […]
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Resistance
Resistance is a word that has popped up quite a bit for me of late. First, it was the theme of my daily meditation. Then, it was the topic of conversation when discussing 2nd half of the year planning! From the simple to the complex, as humans when we are doing something that matters, resistance […]
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Dark Web
On July 4th, 10 Billion passwords were dumped on the dark web on a cyber-underground forum. Yes, you read that right, 10 Billion! It’s time to protect yourself. A user has leaked nearly 10 billion unique plaintext passwords on a popular hacking forum, seemingly obtained through several past breaches. The list is coined RockYou2024, due […]
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Funding a Trust
What in the heck does “fund” a Trust even mean? When I first heard this term years back it confused me. Let me attempt to describe this in layperson terms 🌞 FYI, there are times when having a trust can give you a false sense of security. Having a trust is one thing, funding a […]
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Elder Abuse Awareness
June is Elder Abuse Awareness Month. To look into this, I went to the National Center on Elder Abuse website to learn more to share with you all today. 1 in 10 adults aged 60+ in the U.S. experienced some form of abuse in the prior year. Be alert for you and your loved ones. […]
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What to do When a Loved One Dies
I recently received a question asking what to do when a loved one dies whether at home or in a facility. I started researching and learned from the Funeral Consumer Alliance that there are ten states that require a Funeral Director’s involvement – this was news to me. The ten states that require a family […]
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Alzheimer’s and Brain Health
June is Alzheimer’s and Brain Awareness Month. The Alzheimer’s Association encourages all Americans to take charge of their brain health. This topic is personal for so many of us. Today, nearly 7 million Americans are living with Alzheimer’s. The lifetime risk for the disease at age 45 is 1 in 5 for women and 1 […]
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