December is here – I don’t know about you, but it seems this year has gone by quickly 🤔 Changes are ahead! Let’s make sure you’re ready! Change is inevitable, and with each new year comes a fresh wave of transitions, challenges, and opportunities. Whether you’re anticipating personal changes, professional shifts, or broader societal developments, […]
Planning ahead for what life has in store for us provides a good foundation. And … planning is an ongoing necessity! The best laid (and made) plans are impacted by multiple variables and today, I’d like to share a few examples. https://pixabay.com/photos/mouse-figure-love-letter-valentine-3099088 Life Changes Reviewing plans regularly is highly recommended. Especially when there are changes
The Best Laid Plans Read More »
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
Catch-up Contribution Change in 2024 Read More »
One thing you can count on in life is the certainty of change! Change is an inherent part of life. From the moment we are born, we are thrust into a world that is in a constant state of flux. Seasons change, people change, circumstances change. Change is inevitable, and it can be one of
The Certainty of Change Read More »
Remember to “fall back” in the US! When local daylight time reached 2:00:00 am clocks were turned backward 1 hour to Sunday, November 6, 2022, 1:00:00 am local standard time instead. Sunrise and sunset will be about 1 hour earlier on Nov 6, 2022, unless you live in Arizona or Hawaii. The long dark days can be challenging. If you’re
Daylight Savings Time Ends Read More »
Multi Factor Authentication (MFA or 2FA) is a hot topic these days! As Cybersecurity Awareness Month comes to a close, let’s make sure you stay protected as best you can. The Cybersecurity and Infrastructure Security Agency (CISA) and the National Cybersecurity Alliance (NCA) lead a collaborative effort between government and industry to raise cybersecurity awareness
Multi Factor Authentication Read More »
If you’re like me, you may not know of the 10 digit calling changes scheduled to take effect 24 October, 2021 😳 Heads up! The way we dial phone numbers changes today for some of us in 35 states with 82 area codes. The FCC explains ten digit calling here: https://www.fcc.gov/consumers/guides/ten-digit-dialing California Area Codes Changing
10 Digit Calling Changes Read More »
Planning – ah, a phrase that inspires us or shuts us down! As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those we’ve completed and those we’ll add to the 2019 list! We develop plans to reach overall goals at home and work. It is
Planning – Track Progress Read More »
As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families. So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans Reuters reported this week that Medicare Supplement Plans
National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes Read More »
What you do each day at work or home is often only known by you! Have you ever asked yourself what would someone need to know to do what you do, if you were away for a period of time? Who could back you up? If you were asked to step in for a colleague
