April is financial literacy month. As finances are in the news of late, I thought I would address financial literacy across different life stages in this post. Photo by Markus Winkler on Unsplash Building Financial Literacy at Every Life Stage April marks Financial Literacy Month, giving us all a perfect opportunity to reflect on our […]
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March Madness is approaching! Spring is on the way, basketball brackets will be announced Sunday the 16th, and as I mentioned last week, I’m offering live sessions starting on the 18th! Organizing Documents Organizing documents is an important element to our daily lives. So important in fact that I’ve added it to my March Madness
Last week, the focus was on long-term planning. Let’s follow up this week by looking at Caregiving statistics in 2025. By the Numbers According to AARP last year, over 53 million people in the U.S. were providing unpaid care. Of the 53M caregivers, 36% are between the ages 50-64; 22% are between the ages of
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Q4 plans are underway. Plans and planning are often lumped into the same “bucket”. Over the years, I’ve discovered the main difference between plans and planning is that planning is the process of thinking about how to achieve a goal, while a plan is the documentation of that process. Separating the how from the execution is
The deadline for filing a tax return is next month. If you’re filing on behalf of a relative or friend who has died, today’s post will address what to do if filing for a decedent. Knowing what to do and where to start is something I didn’t know when I had to file a tax
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The IRS has released income tax brackets and standard deductions for 2024. To plan ahead for what you’ll owe on your taxable income, here are the numbers. Photo by Tara Winstead: https://www.pexels.com/photo/folder-and-calculator-on-white-table-7111512/ Highlights The Details Per CNBC, here are the marginal tax brackets for 2024 Marginal tax brackets for tax year 2024 Married filing jointly
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Suicide is the 11th leading cause of death in the US, with more than 14 deaths for every 100,000 people. In 2022, suicide rates increased 3% compared to 2021, per US death certificate findings. September is Suicide Awareness Month. Resources are available to help, I want to share information from 988 Suicide & Crisis Lifeline
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43.6 million borrowers have federal student loan debt. Student loan repayments begin next month. In March 2020, an interest free pause was given due to the pandemic. Federal student loans began accruing interest September 1st, with payments due in October. Per MarketWatch, loan payments have already begun. Let’s get the word out and alert those impacted
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There were two important pieces of information I found this week pertaining to Medicare. 1) The personal information of 600,000+ Medicare beneficiaries were accessed in the MoveIt data breach and 2) CMS announces a new dementia care model for Medicare patients. For all who are on who know people on Medicare, read on! Data Breach
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During National Women’s Health Week, the U.S. Department of Health and Human Services’ Office on Women’s Health is encouraging women and girls to reflect on their individual needs and take steps to improve and maintain their overall health. It’s always a good time to pay attention to health! Build a Foundation of Good Health Women,
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