Blog
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 […]
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 […]