Blog
Preparedness Highlights
September is here! There are 121 days from September 1st and December 31st – where has the year gone?! September transitions us from summer to autumn. September is also National Preparedness month. Here are some important highlights for you to be prepared! ready.gov/september National Preparedness Month The 2023 Ready Campaign’s theme this year is “Take […]
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Medication Go Bag
Storm season is upon us. Do you have a “go bag”? If so, do you have a medication go bag? This is your “tickle” reminder of the day 😉 As I don’t take any prescription medications, this was a learning experience for me too! Consider everyone in your family (including your pets) when making your […]
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Fire Season+ Prepare for the Worst
Fire season is upon us. The Lahaina wildfires on Maui last week heartbreaking. Watching the horror I was reminded of the 2018 Camp Fire in Paradise, CA. Simultaneously, it is hurricane season. Heads up California, we may have our 1st Tropical Storm landfall since 1939 this weekend! This summer has been brutal with heat, rain […]
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Know Your Numbers
Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the […]
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New Medicare Information of Importance
There were two important pieces of information I found this week pertaining to Medicare. 1) The personal information of 600,000+ Medicare beneficiaries were accessed in the MoveIt data breach and 2) CMS announces a new dementia care model for Medicare patients. For all who are on who know people on Medicare, read on! Data Breach […]
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Catch-up Contribution Change in 2024
If you have a 401K and are over the age of 50, you are able to make a catch-up contribution to your 401K. In 2024, there will be a change to the popular catch-up contribution. Heads up! Catch-up Contribution Eligibility The IRS defines a catch-up contribution this way. “A catch-up contribution is an elective deferral […]
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Student Loan Update
Student Loan repayment has been in the news of late. CNBC published an article this week that discusses the type of student loan and repayment information updates that may help you plan accordingly. Interest accrual is a key difference between the types of federal loans. There are two types of debt” a) the subsidized loan […]
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Cognitive Impairment Impact
If you’ve not seen the impact of cognitive impairment, the concept may seem foreign. Cognitive Impairment can also be called memory impairment. The definition of memory loss is “unusual forgetfulness that may be temporary or get worse over time.” The NIH distinguishes memory impairment and mild dementia by the evidence of cognitive impairment. When there […]
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Blessing and Curse of Online Accounts
“It’s a blessing and a curse” – this phrase comes to mind when considering online accounts! The ease of signing up, clicking “yes” to terms of agreement and using technology on various devices is amazing and comes with caution. Image by 💖MORE ON 👉 https://melovess.com 💖 from Pixabay Digitization of Services No more “snail mail”, […]
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