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 […]
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 »
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
We are one month away from individuals filing 2017 taxes and today we’ll discuss taxes for the longer term. Yes, in 2018 the new provisions passed by Congress in December, 2017 will take effect. Coverage of these provisions has highlighted the impact to companies and businesses. Today, we will consider the impact of these new
Tax Considerations for Individuals Read More »
Wellbeing is a broad topic. Consider this definition, “The state of being comfortable, healthy or happy.” Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life. When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact. Each
Planning for Interruptions Read More »
How many times during the day do you access an account online, using a user name and password? Is this such a common occurrence that it doesn’t “register” as something to think about? In casual conversation I often ask this question when talking with people. Online accounts are prevalent – we access our personal accounts,
Keeping Track of Online Accounts Read More »
Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late. The lyrics, “sending out an SOS” come to mind as I draft this post for you. If for some reason you were in a position that required someone from work to contact people in your personal life or
Sending out an SOS Read More »
On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE). The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones. The bill is on the President’s desk awaiting signature. It could affect employers of more than
National Issue: RAISE Act Read More »
Natural disasters hit the US hard in 2017. The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings. During personal tragedy,
Insurance Itemization Read More »
In the 2018 Roadmap outlined last week, we begin with a project “Things at Home”. This is the first step of paying attention to what is in your world. Stop and look around. In a world filled with perpetual distraction, be still for a moment. We are surrounded by things – some of great importance,
