It’s that time of year again … tax time! Assembling what we have earned and spent the year before is upon us to complete the requisite tax filings. Fraudsters seek to enter this season by obtaining names, social security numbers and other personal information to obtain a refund. If they “beat us to the punch”, […]
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This week I stumbled upon an article. If you’ve followed me for any period of time, you understand that I am an advocate for creating awareness about the practical aspects of life. Consider me the “lay person interpreter” to help you understand what the “legalese”; “financialese”, “healthese” means in real life/practical terms. The statistics I
Recording vital information you use today and for others to access should they ever need to step in for you, is often overlooked as an item on our to-do list. Using a smart phone has reduced my “knowing a number from memory”! If someone needed access to your contacts, have you established a way for
Personal and Business Contacts Read More »
Have you ever been curious about your life span? Longevity is a topic that arises as we plan for our retirement. Will our resources cover us as we age? How do we plan for the unknown? Bloomberg posted an article yesterday that piqued my interest. Here is a recap of this article. “Americans increasingly need an accurate
For all who are following state and national legislation about Digital Assets, the state of California has recently sent a bill to Governor Brown’s office in the state of California. AB691 allows access to a wide range of digital assets to treat them as if they are tangible assets. Digital Assets is a topic of
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Data surrounds us at work and at home. It is often the backbone of how we contact friends, clients, co-workers. Our home and business lives are intertwined with data at the center. To protect ourselves and our business, data security is an important topic to consider. How we manage information, contacts, documents is a decision.
The California Department of Justice provides the top ten tips for identity theft protection for consumers. Such valuable information for us to review and evaluate for our personal and business information. “An identity thief takes your personal information and uses it without your knowledge. The thief may run up debts or even commit crimes in
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The 2013 US Census Report reveals that 71% of US Households reported that they access the internet from home. The Pew Center reports that 72% of Online Adults are Social Networking Site Users. These statistics are staggering in comparison to comparable 1997 reports showing that a mere 18% of households reported they accessed the internet!
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After writing the “once and done” post last week, it is important to mention one area that is frequently overlooked, your beneficiary choices. Time and time again we encounter the stories of someone who has named a person years back who is not longer their choice today. This oversight can lead to unfortunate consequences. Why
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When we complete a task we have set forward to complete, there can be a feeling of satisfaction, of completeness such as “yes, that’s done”! We move on from that task onto the next task after placing a “check-mark” on the list of things to do. If we think of filing tax returns, this feeling
