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 […]
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 »
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
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 »
Have had the Police song, “Message in a Bottle” from 1979 running in my mind of late. The lyrics, “sending out an SOS” come to mind as I draft this post for you. If for some reason you were in a position that required someone from work to contact people in your personal life or
Sending out an SOS 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 »
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
Advisory Perspective Series – Hawley Woods Gray Read More »
