Image by kalhh from Pixabay Beneficial Ownership Information (BOI) reporting took effect January 1, 2024. This has been a topic of interest over the past month during meetings I’ve attended. News update, as of December 3rd the U.S. District Court for the Eastern District of Texas granted a nationwide preliminary injunction blocking enforcement of the […]
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I recently received a question asking what to do when a loved one dies whether at home or in a facility. I started researching and learned from the Funeral Consumer Alliance that there are ten states that require a Funeral Director’s involvement – this was news to me. The ten states that require a family
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Prior Authorization is a real necessity. Medical costs are high. Even when we have insurance, it’s important to know if insurance will cover the cost of our services. When you receive a diagnosis that requires further testing, the last thing you want to worry about is whether or not insurance will cover it. After some
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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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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 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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Last call! Taxes must be filed by Monday April, 2022 in the US! If you are one of the 15 million Americans who’ve yet to file taxes, here is some information for you from a Fast Company article posted 4-15-22. DO I NEED TO FILE AN EXTENSION BY MONDAY? If you’re not ready to file
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Reviewing the most recent data showing that two of three American adults don’t have a will, it was time to dig deeper. Alas, there was no mention about the practical aspects of life. The data revealed information about ages and reasons “why people had not” drafted up a will, yet there was nothing covering our
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Effective January 1, 2022 the No Surprises Act went into effect. The No Surprises Act bans surprise medical bills for emergency services and unexpected out-of-network providers. What this Act Means (from NerdWallet January 5, 2022) More Americans worry about unexpected medical bills than any other expense, according to polls by the Kaiser Family Foundation in
