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 »
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 »
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 »
Statistics help us summarize the impact of suicide. The Center for Disease Control (CDC) discusses the statistics from the latest report from Vital Signs that almost every state (except Nevada) experienced an increase in suicide rates from 1999-2016. Suicide is the 10th leading cause of death and is one of just three leading causes that are on
Let’s Talk about Suicide Read More »
Mother’s Day is a holiday honoring motherhood that is observed differently around the world. Sunday 13 May is Mother’s Day in the US. The American incarnation of Mother’s Day was created by Anna Jarvis in 1908 and became an official U.S. holiday in 1914. History.com provides us with facts about Mother’s Day to read and reflect
Celebrating Mothers Read More »
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 »
It’s that time of year once again … let’s get beyond taxes and explore health care decisions! 16 April, 2018 is National Health Care Decisions Day! This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning. Yes, advanced care planning involves legal documents to
Health Care Decisions 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
What a week! In today’s post, we will concentrate on three specific issues of growing importance impacting people of all ages. Privacy, personal data and protection of your personal information. Security issues have been in the forefront after massive security breaches impacting our identities which in turn effects our ability to file/obtain taxes, secure finances
Heads-up: Watch out for Exposure Read More »
