Blog
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 […]
Sensitive Information
October is Cybersecurity Awareness Month. Your sensitive information is something to protect and guard as best you can. Where you store and how you delete this information is what I’d like to cover today. Image by Pete Linforth from Pixabay What to Shred Your mailbox and trash are two places of interest to would-be identity […]
Advisory Perspective Series
Q4 2025 is here! It can be a godsend to have experienced people to contact about financial planning for the “golden” years. Today, I’d like you to meet Mark Maimon, Mortgage Branch Manager, The Mark Maimon Team, a division of Luminate Bank, for this quarter’s Advisory Perspective Series. Mark’s bi-coastal team is licensed in all […]
Cha, Cha, Changes
There are important changes you may want to look into. The IRS began phasing out paper check payments on September 30, 2025. Social Security paper checks and login changes are in effect. And, Telehealth has been covered under Medicare Part B for several years, but that coverage was set to expire on September 30. IRS Changes In […]
Behavioral Health
Let’s close September with a focus on behavioral health. 2025 is marked by a concentrated effort to innovate and improve the U.S. behavioral healthcare system. Key goals include reducing emergency room visits, addressing disparities in access and affordability, and leveraging digital solutions and AI to enhance care delivery and patient outcomes. It’s important to define and […]