Blog
Celebrating Mothers
Mother’s Day is a holiday honoring motherhood that is observed differently around the world. Sunday 13 May is Mother’s Day in the US. The American incarnation of Mother’s Day was created by Anna Jarvis in 1908 and became an official U.S. holiday in 1914. History.com provides us with facts about Mother’s Day to read and reflect […]
Prepare for Incapacity
Let’s talk about a topic today we would all prefer not to discuss, incapacity. If we were “down and out” for any amount of time, what do we need to do in advance to help us come through it? We all have blindspots – today we will bring to light an area often avoided while […]
Leadership Skills in Daily Life
Fast Company posted an article this month that caught my eye about leadership. Leadership is defined many ways by many people. How you define it will influence you, your actions and your life. Working with individuals and businesses, I’ve experienced various leadership styles along the way. When Fast Company posted their article, “4 Ways to […]
Health Care Decisions
It’s that time of year once again … let’s get beyond taxes and explore health care decisions! 16 April, 2018 is National Health Care Decisions Day! This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning. Yes, advanced care planning involves legal documents to […]
Tax Filing References Available
Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone? TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements. Check it out […]
No Fooling
Happy April, Happy Holiday weekend, Happy Spring! Want to relay a an item of financial importance (no joke!) today for those who turned 70 between July 1, 1946 and June 30, 1947. Today, April 1st is the deadline for those who are 70 1/2 or older to start taking required minimum distributions (RMD’s) from their […]
Heads-up: Watch out for Exposure
What a week! In today’s post, we will concentrate on three specific issues of growing importance impacting people of all ages. Privacy, personal data and protection of your personal information. Security issues have been in the forefront after massive security breaches impacting our identities which in turn effects our ability to file/obtain taxes, secure finances […]
Tax Scams
It’s that time of year – The Final Four and the final push to gather what’s needed and file personal taxes! 2017 was no stranger to identity theft due to the Equifax data breach, exposing private information of over 145 Million Americans. Many Americans began filing taxes as early as 29 January, 2018. The Federal […]