Information

Evacuate

Ok gang, it is early November.  Veteran’s Day is here.  Thanksgiving is on the way.  And, in California, we’re literally on fire 🙁  In the blink of an eye, a town in Northern California is reduced to ashes.  Thousands received the call to Evacuate.  Per It is devastating.  In Southern California, a fire jumped the […]

Evacuate Read More »

Take Care of Business – Personal Edition

Q4 is here!  Where has the year gone?  A common refrain as we enter into the last quarter of the year!  How ready are you to take care of business? I’ve returned from a conference with amazing women who are all pursuing their professions with gusto.  Time and time again, we ask ourselves if we

Take Care of Business – Personal Edition Read More »

National Update: Changes Ahead – Taxes

What do they say?  The two things we cannot avoid are death and taxes?!  Taxes are the topic we will consider today.  Taxes touch our lives when we make money, spend money, own property and invest.  As we approach Q4, let’s consider a few specific areas to review to make sure we are on target

National Update: Changes Ahead – Taxes Read More »

National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes

As Q4 approaches, there are changes ahead to existing programs for 2019 that may impact you and/or your families.  So we stay on top of what’s happening to consider how best to proceed, let’s take a look at what has been announced thus far. Medicare Supplement Plans  Reuters reported this week that Medicare Supplement Plans

National Update: Changes Ahead Medicare Supplement Plans and Credit Freezes Read More »

2018 Business Trends to Watch

For anyone who is in business or does business, keeping up with trends can be exciting and daunting!  Change is underway at lightening speeds.  The issues on my watch list this year and into next year include:  Technological; Geo-political / Trade / Regulatory; Financial;  Shopping, Selling and Advertising, These issues all come into the picture for

2018 Business Trends to Watch Read More »

Does the Supreme Court Decision About Online Taxes Impact You?

Online shopping taxes in 50 states and over 3000 counties across the US has become reality for businesses – small and large with the recent Supreme Court decision.  States and counties have been searching for ways to boost their revenue streams.  Online retailers and marketplaces are now faced with compliance to collect tax on orders placed

Does the Supreme Court Decision About Online Taxes Impact You? Read More »

Let’s Get Personal About Care When You Need It

Have you ever been the one who has been the “go to” person for another when they were admitted to a hospital?  Have you ever needed help from someone when you were in the hospital? Today we’ll discuss “Care” – for you or by you. If you haven’t experienced this role as yet, you may

Let’s Get Personal About Care When You Need It Read More »

my Social Security

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 »

Tax Filing References Available

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 »

Scroll to Top