Planning

Secure Act 2.0

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 […]

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Never Waste a Crisis

Crisis, a term we’ve become very familiar with these days. Reading an article from Chief Executive.net this week opened my eyes to a headline that read, “9 Ways Smart Leaders Never Waste a Crisis”. Yes, the word “crisis” can bring up thoughts of chaos and despair. Might it be possible to find a silver lining

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The Difference Between Urgent and Important

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

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New 1099 IRS Rule for PayPal and Venmo Transactions

Heads up! If you missed it, there is a new 1099 IRS Rule for PayPal, Venmo and CashApp transactions starting in tax year 2022. This rule impacts small businesses and self-employed people. Reading an article covering this information in Entrepreneur.com this week, I was reminded how important it is to stay alert and start documenting

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Traits of Emotional Fitness

What are the traits of emotional fitness and why are they important? Having and maintaining a healthy emotional life is an ongoing practice throughout life. These past two years have taken a toll on all layers of health. Emotional health and emotional fitness work hand in hand. Emotional fitness is important for bolstering mental health

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What About the Practical Aspects of Life?

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

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No Surprises Act

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

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2022 Tax Information

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

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It’s Open Enrollment Time

Health Insurance Open Enrollment time is here in the US. Heads-up! Open enrollment for employees, for individuals and for those on Medicare is here. Here are some tips to help you/yours this year. What is the open enrollment period for 2022? Private companies can set their own open enrollment periods with many choosing to do

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Shake Out!

Heads up – October 21st is International Shake Out day! Earthquakes aren’t just in California. For those interested in earthquakes, the USGS provides information here: https://earthquake.usgs.gov/earthquakes/browse/significant.php In 2021, there have been significant earthquakes in Hawaii, Alaska, South Carolina, Maryland, Nebraska, California and various places around the world. Learning about earthquakes and preparing for them in

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