What if? Spring has sprung and across the US evidence of the weather changing is evident with floods and tornados popping up quickly. This is a good time to consider preparing an emergency financial file! What is an emergency financial file, you ask?! An emergency financial file is a collection of important documents that can […]
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When you hear the term safe storage spaces, what comes to mind? Shout out to thank John, for bringing this to my attention this week! Let’s review everyday life storage spaces (i.e. safe deposit boxes and outside storage facilities) you may use today. Safe or Safety Deposit Box A safe deposit box, also known as
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What exactly is a Power of Attorney? What does a Power of Attorney do? I read an excellent article this week on MarketWatch that inspired this post. From a practical perspective, a Power of Attorney is a legal document that allows you to name (choose) “back-ups” to speak for you about your health and handle
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The 2022 caregiving statistics are out. Highlighting this information today to enlighten you to consider this question. Have you prepared anything to help yourself be ready if the time comes? Resources and help for caregiving “in the moment” is hard to navigate. Resources in your community may or may not be readily available, or provide
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The term “Next of Kin” is a term I hadn’t heard in some time. Officially, it refers to your nearest relation according to law. During my reading time this week I learned about a law just passed in California I want to share. It’s a law that many states began passing in 2014, yet few
Thinking about Valentines Day this week, protection is a word I’ve been thinking about recently. February is American Heart Month, a time to think about protection of your heart health. Heart Health Matters Heart disease is a critical national issue with one in four deaths in the US caused by heart disease. Research suggests that many
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The IRS rule update 10 February, 2023 impacting people in 21 states was released. As many of you are amidst preparing your taxes, I’m printing the full release below. Here is the link to the IRS site if you prefer to read it there: https://www.irs.gov/newsroom/irs-issues-guidance-on-state-tax-payments-to-help-taxpayers IR-2023-23, Feb. 10, 2023 WASHINGTON — The Internal Revenue Service
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February is here! As we embark on month two of 2023, it’s a great time to consider a room by room review of what’s where! This is a challenge I’m giving myself as I prepare to simplify this year! The Purpose of a Room by Room Review It’s so easy to go through day to
It’s tax prep time! The US 2022 tax filing season is upon us. Let’s get you in the spirit and ready to file. Tips to Help You The IRS started accepting 2022 tax returns on January 23rd. The official deadline for individual tax returns is April 18, 2023 for most Americans. There are some exceptions
What does it mean to be step-in ready? It is different for each of us. When you think about you and your current circumstances ask yourself this. If someone needed to come in and help you today, could they? Who are Your People? Your people will be the ones with whom you will share sensitive
