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
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 »
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 »
How do we know where we are going, if we’ve yet to map it out? A road map helps us see where we are and map out where we are going. In 2018, you’ll receive weekly emails from us highlighting topics and issues of interest and impact to living our day to day lives at
Our days are filled. Time is a precious resource. Busy does not equate to results. Haven’t we all heard, seen and experienced this? Struggling to balance everything on our plates can be overwhelming, especially when reviewing items of importance at work and home. The upcoming year end activities may add to the mix. Deadlines, quarterly
