Contingencies are a topic near and dear to my heart. Why is a deeply personal reason. Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation. After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100 […]
Let’s talk about a topic today we would all prefer not to discuss, incapacity. If we were “down and out” for any amount of time, what do we need to do in advance to help us come through it? We all have blindspots – today we will bring to light an area often avoided while
Prepare for Incapacity Read More »
Social Security – a term we’ve all heard, a program we pay into and a source of income when we retire. Looking back into history tells us that although Social Security did not really arrive in America until 1935, there was one important precursor, that offered something we could recognize as a social security program,
my Social Security Read More »
Fast Company posted an article this month that caught my eye about leadership. Leadership is defined many ways by many people. How you define it will influence you, your actions and your life. Working with individuals and businesses, I’ve experienced various leadership styles along the way. When Fast Company posted their article, “4 Ways to
Leadership Skills in Daily Life Read More »
It’s that time of year once again … let’s get beyond taxes and explore health care decisions! 16 April, 2018 is National Health Care Decisions Day! This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning. Yes, advanced care planning involves legal documents to
Health Care Decisions Read More »
Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone? TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements. Check it out
Tax Filing References Available Read More »
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 »
