Alert

Keep up to date

This week (Tuesday 15 May, 2018), a California court in Riverside County overturned an end of life choice for  people in California.  California’s Assisted Death Law was overturned due to concerns about how it was passed by the Legislature during a special session on health care funding. What’s next? The judge gave the state attorney general […]

Keep up to date Read More »

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

No Fooling Read More »

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

Heads-up: Watch out for Exposure Read More »

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

Tax Scams Read More »

Scroll to Top