It’s that time of year, time for tax prep! The IRS started accepting 2023 tax returns on January 29, 2024. I’m not an accountant, only a layperson who likes to submit my information in a timely manner! Situations are different – working or not? Self employed or not? In the spirit of keeping things as […]
Spring is here! The days are longer, energy levels are higher. Spring is a great time to spring into action! Some Spring Cleaning Ideas For You Spring cleaning can be a lot of work, but it’s a great way to freshen up your home and get ready for the warmer weather. Hope these tips give
Spring into Action Read More »
What are “sensitive documents”? How do you destroy sensitive documents? Sensitive documents contain personal information about you that if disclosed can result in identity/data theft or otherwise cause harm to you. Destroying sensitive documents came up this week when a friend in Florida reached out asking how to deal with the documents impacted by Hurricane
Destroy Sensitive Documents Read More »
Urgency as a noun is defined as “importance requiring swift action” or “insistence/persistence”. Seeing what’s happening in Ukraine in real time shows us a situation that is urgent and important. A friend recently mentioned the “Eisenhower Decision Matrix” or the “Eisenhower Decision Principle”. It’s been years since I’ve reviewed this! It applies to so many
The Difference Between Urgent and Important Read More »
Reviewing the most recent data showing that two of three American adults don’t have a will, it was time to dig deeper. Alas, there was no mention about the practical aspects of life. The data revealed information about ages and reasons “why people had not” drafted up a will, yet there was nothing covering our
What About the Practical Aspects of Life? Read More »
Were you aware that 2022 Tax Information has been released by the IRS? Before you say, “It’s only November” consider this. “Forewarned is forearmed” (Robert Greene). IRS Releases Income Tax Brackets for 2022 Although the tax rates haven’t changed as yet, tax brackets for 2022 have been released to account for inflation. For 2022, they’re
2022 Tax Information Read More »
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
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass 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.
Debt and Death: What Happens? What happens to your debts after you die depend on various factors: what type of debt is it; what is the marital status; was there a co-signer; is the state of residence a “community property” state; and the specifics of the estate left behind. Dealing with debt at any time
