Blog
Daily Life
I’ve been posting the 12 Days of Christmas on social media this season. Each day, I’ve posted a “quick tip” about daily life and preparedness. I’m sharing each of the 12 Days here to help you get into preparedness mode as we approach year-end! 12 Days of Christmas: Daily Life Preparedness Series Day 1: Communication […]
Beneficiaries
It’s been some time since I’ve written about beneficiary designations. Beneficiary designations are often overlooked or forgotten, and that can result in complications for everyone. Today, let’s review why beneficiaries are important, what types of accounts typically ask you to designate a beneficiary, and what to think about when designating beneficiaries. A beneficiary is defined […]
December Beginnings and Endings
Here we are at the beginning of the last month of 2025! I’ll keep it short this week as I want to make sure you have made your healthcare decisions for 2026. Deadlines are upon us! Here are the deadlines to enroll for 2026 by type of insurance. 1/ Medicare open enrollment, the latest date you […]
National Family Caregivers Month
November is National Family Caregivers Month. I couldn’t let the month close without a shout-out to caregivers everywhere. Rosalynn Carter, the former first lady, said it perfectly, “There are only four kinds of people in the world — those who have been caregivers, those who are caregivers, those who will be caregivers, and those who […]
Let’s Give Thanks
As families prepare for Thanksgiving on November 27th in the US, it’s a perfect time to give thanks! There’s something about this time of year that reminds us to pause, count our blessings, and focus on community. History.com reminds us that In 1621, the Plymouth colonists from England and the Native American Wampanoag people shared […]
Visa-Mastercard Swipe Settlement
Have you heard about the Visa-Mastercard proposed swipe settlement that was reported this week? Fortune and the AP’s Ken Sweet provide a heads-up with the details to keep us informed as individuals and businesses. Visa and Mastercard have proposed a settlement in their long-running legal dispute with merchants and retailers over how much they charge […]
Senior Living Expenses
If you’re a senior, know a senior, or have the opportunity to become a senior, living expenses matter. As November is National Caregivers Month, planning for who cares for a senior’s expenses and overall financial responsibilities is an important conversation to have sooner rather than later. FinanceBuzz.com published an article covering potential tax savings for […]
Updates – Student Loan Debt and 1099K’s
Student Loan Debt has been in the news again. Additionally, there is an update regarding 1099-K filing rules. Let’s review the updates today. Image by Mohamed Hassan from Pixabay Student Loan Debt Update Because of lawsuits filed by the American Federation of Teachers, the Education Department said it would continue processing debt relief for loan […]
“Widow’s Tax”
In 2025, National Estate Planning Awareness Month is in October. The official week is October 20-26th! There are many components to the estate planning process, and today I am highlighting the “Widow’s Tax”. Moneywise recently posted an article about a “widow’s tax” that caught my eye. Reading it, I wanted to ensure you were all aware […]