We covered Social Security and Medicare a few weeks back. Changes appear to be on the horizon for Social Security recipients, which may require more in-person office visits or the use of online tools. The changes mostly impact two groups of people: those seeking Social Security benefits for the first time and current recipients who […]
Changes Ahead for Social Security Read More »
There have been numerous news reports about the status of social programs we’ve contributed to in the US for decades. Let’s review what might be changing with the critical programs of Social Security, Medicare, and Medicaid today. The Current Landscape Social Security, Medicare, and Medicaid together form the foundation of financial and healthcare security for
Understanding Social Security and Medicare Read More »
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
Caregiving in 2025 Read More »
Happy Groundhog Day! It’s here – tax season opened on January 27th for individual filers in the United States. Here is information about what to know before you file to get you in the “mood”! The IRS has created a page called Get Ready to File Your Taxes reminding us that tax planning is for
What to Know Before You File Read More »
Travel has been a part of my life since I was little! For those traveling in 2025, there are two important travel updates I want to bring to your attention. Beginning January 8, 2025, the U.K. will require an electronic travel authorization (ETA) for visitors from countries including the U.S., Canada, Australia, and New Zealand.
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
BOI Reporting UPDATE Read More »
Recently, Zillow introduced comprehensive climate risk data on for-sale listings across the US. This piqued my interest and I began a little research. My curiosity led me to uncover various sites and tools you may find of interest too. CNBC reports “Climate risks are now a critical factor in home-buying decisions,” said Skylar Olsen, chief
Many people live with “invisible conditions” that cannot be seen. According to the CDC, invisible conditions affect an estimated 10% of the 61 million Americans with physical or mental ailments that limit their movements or senses. September is Suicide Prevention Month. National Alliance on Mental Illness (NAMI) Their goal is to ensure that individuals, friends,
Invisible Conditions Read More »
September is National Preparedness Month! Living in Southern California, this is my hot week, which means getting the notifications from the WatchDuty fire app I’ve linked here 😟 CalFire sent out Prepare NOW information if you’d like to take a look! They do an amazing job keeping us safe during fire season. For my friends
National Preparedness Month Read More »
In case you haven’t heard, there are some tax provisions set to expire in 2025 if Congress takes no action. August is upon us, and we have four months left in 2024. Take a look at what may expire and prepare accordingly. The Tax Cuts and Jobs Act (TCJA) of 2017, signed into law, is
Tax Provisions Set to Expire in 2025 Read More »
