Blog
Tax Prep
It’s that time of year, time for tax prep! The IRS started accepting 2023 tax returns on January 29, 2024. I’m not an accountant, only a layperson who likes to submit my information in a timely manner! Situations are different – working or not? Self employed or not? In the spirit of keeping things as […]
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Authorized User
How familiar are you with the term authorized user on credit cards? After a number of conversations about this topic, decided It was time to Blog about this important topic. Want to make sure you’re all in the know! When my dad was diagnosed with Alzheimer’s it was time for my mom to have her […]
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Right to be Forgotten
Catchy, isn’t it?! If you haven’t heard about “the right to be forgotten”, today you will! European-established “Right to be Forgotten,” that serves as a legal framework for removing specific information from search results. The GDPR incorporates this principle and the phrase alone says it all for me! Data privacy is a big deal. Our information […]
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Handling Business
Handling business involves so much. Today I’d like to introduce you to LeAnn Erimli in the first Advisory Perspective spotlight for 2024! LeAnn is a self-proclaimed “tech geek” and her superpower is explaining things in plain language! Technology is ever-changing and evolving. In business and at home, having a trusted resource is a godsend. It’s […]
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Fresh Perspectives
January traditionally presents itself as a month brimming with possibilities and new beginnings. It’s a time to set goals for the future, and embrace a fresh perspective. What is a fresh perspective anyway?! Researching this week, I landed upon an article from Idealist.org (June, 2021) about gaining perspective. I’d like to share some key points […]
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Celebrate the Wins
How often do you celebrate the wins in your life? Another year is concluding today – it’s such an opportunity to reflect back and give yourself some credit and celebrate the wins! The University of Minnesota featured a YouTube video discussing celebrating wins. They discussed how our brains are wired to respond to rewards. Celebrating […]
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Pace Yourself
It’s a good time to pace yourself! The hustle and bustle of this time of year is real. Preparation for the holiday season, work, and year-end demands can take a toll. It’s an important reminder to think of life as a marathon vs. a sprint and pace yourself! I found some helpful tips on the […]
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Grief and the Holidays
Grief is real. For those coping with the loss of a loved one, the holidays may be filled with painful reminders, in place of joy. Traditions once enjoyed can be difficult. Grief can seem fresh, even if the loss was not recent. Some find it comforting to be with family and friends, seeking support and […]
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Tax Brackets for 2024
The IRS has released income tax brackets and standard deductions for 2024. To plan ahead for what you’ll owe on your taxable income, here are the numbers. Photo by Tara Winstead: https://www.pexels.com/photo/folder-and-calculator-on-white-table-7111512/ Highlights The Details Per CNBC, here are the marginal tax brackets for 2024 Marginal tax brackets for tax year 2024 Married filing jointly […]
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