Happy May! Watching the trees, grass, and flowers at this time of year invites us to celebrate and notice changes all around. If you had asked me twenty years ago about topics of interest, I doubt I would have considered the elements of contingency planning I focus on today! Image by WOKANDAPIX from Pixabay Thinking […]
Topics of Interest Read More »
I read two separate articles about Passports this week. They caught my attention as it is that time of year when people are talking about travel! If you’re planning summer travel and having a valid passport is a part of your plans, here are important updates for you. The demand for passports has gone up,
Traveling when we’re older happens frequently! I was surprised by a quiet regulatory update from the Social Security Administration and wanted to share it today. As of December 2025, the SSA paid benefits to approximately 75 million people, of whom about 11 million were under age 65 and receiving disability benefits, and nearly 5 million
Social Security and Foreign Travel Read More »
Inherited IRAs have been in the news of late. Whether you are planning to leave your IRA to someone or you receive someone’s IRA, planning includes understanding the legislative rules that will apply. The Secure Act of 2019 mandated that certain heirs must withdraw all money from an inherited IRA within 10 years of the original account
Keeping up with your digital life is crazy enough. What happens to your digital life after you’re gone is something to prepare for while you’re still living. Some social media accounts now provide the ability to name a “legacy contact” for their platform. PC Magazine provided information on their site, which I’m sharing today. Password
What happens to the $$ in your checking and/or savings account when you die? Many people assume their will determines this—but they’re often wrong. Access to cash in life, during illness, and after you’re gone is why I’m writing about beneficiaries for your bank account today. This question comes up often in my work with
Bank Account Beneficiaries Read More »
Tax season is officially open in the US. It’s time to gather your tax documents to prepare for your filing! If you don’t have the right paperwork, you could miss out on thousands of dollars in new savings or trigger an audit. Between the massive changes in the One Big Beautiful Bill Act (OBBBA) and
Time to Gather Tax Documents Read More »
In 2025, North America leads in AI adoption in banking, with 98% of institutions using AI for at least one operational process, per statistics from CoinLaw.io, From fraud prevention to real-time customer service, AI adoption in banking has surged in 2025, turning traditional institutions into smart, data-driven powerhouses. Image by Qubes Pictures from Pixabay Practical Implications for You Do you have
As year-end nears, I’d like to wish you all a peaceful holiday season. This is the time of year when I enjoy reflecting on the past year, setting intentions for the year ahead, and catching up on unfinished business at home and at work. Here are some suggestions you may find helpful to try! Reflect
I’ve been posting the 12 Days of Christmas on social media this season. Each day, I’ve posted a “quick tip” about daily life and preparedness. I’m sharing each of the 12 Days here to help you get into preparedness mode as we approach year-end! 12 Days of Christmas: Daily Life Preparedness Series Day 1: Communication
