The Secure Act 2.0 passed the House of Representatives this week by a vote of 414-5. This piece of legislation moves now to the Senate. This bill was crafted to simplify the current retirement system and help workers save for retirement. Pay attention – sometimes what you plan is impacted by legislation! The original Secure […]
Effective January 1, 2022 the No Surprises Act went into effect. The No Surprises Act bans surprise medical bills for emergency services and unexpected out-of-network providers. What this Act Means (from NerdWallet January 5, 2022) More Americans worry about unexpected medical bills than any other expense, according to polls by the Kaiser Family Foundation in
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
Making a decision about how many deductions to take from your paycheck is often unclear. The changes in the tax law for 2018 make this a vital issue for all. If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time. Check
Deductions, Contribution Limits and Summertime! Read More »
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 »
Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come
What is the “Estate Tax”? Read More »
I participate in a networking group with a group of professionals across industries: legal, financial, insurance, home care, fiduciaries, funeral planning, assisted living, accounting and tax mitigation. We meet monthly to review live examples of cases of people who experience life’s realities and gather to provide input as to how we may in our professions
Post-retirement Health Needs Read More »
When you hear the words “what if”, what comes to mind? Do you link these words with “possibility” and begin thinking of all the good that comes to mind? Do you stop thinking entirely, avoiding the thought? Two little words, yet they can be a teacher for how we interpret our thoughts, reactions and life.
