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 […]
It’s that time of year – The Final Four and the final push to gather what’s needed and file personal taxes! 2017 was no stranger to identity theft due to the Equifax data breach, exposing private information of over 145 Million Americans. Many Americans began filing taxes as early as 29 January, 2018. The Federal
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 »
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
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To kick off the 2018 Advisory Perspective Series, I am delighted to feature Michelle Beckman, the Founder of Sunday Dinner Stories. The Advisory Perspective asks six questions of various professionals to provide you an overview of who they are and how they work with people. Valentine’s Day is around the corner – a time we
Advisory Perspective – Sunday Dinner Stories 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 »
This month, we’ve discussed taking inventory of things we own, use and have at home. What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow. How often do you take inventory or pay attention to what you use within
Business Inventory Read More »
Year End is approaching. It is a time of reflection and of action. We scramble to conclude projects by year-end, to take inventory and establish plans for starting the New Year off with a solid foundation. In California, there has been widespread devastation from fires in the past weeks. Communities are responding, People are responding.
Endings can lead to new beginnings. Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky. Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when
