Fire season is upon us. The Lahaina wildfires on Maui last week heartbreaking. Watching the horror I was reminded of the 2018 Camp Fire in Paradise, CA. Simultaneously, it is hurricane season. Heads up California, we may have our 1st Tropical Storm landfall since 1939 this weekend! This summer has been brutal with heat, rain […]
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Know your numbers is a saying we hear often! Personal finances and business finances are what keep the wheels turning day in and day out 😉 This Advisory Perspective Series post is for anyone and everyone who keeps books and especially for those using QuickBooks Online! It is a pleasure to feature Debbi Allison, the
There were two important pieces of information I found this week pertaining to Medicare. 1) The personal information of 600,000+ Medicare beneficiaries were accessed in the MoveIt data breach and 2) CMS announces a new dementia care model for Medicare patients. For all who are on who know people on Medicare, read on! Data Breach
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If you have a 401K and are over the age of 50, you are able to make a catch-up contribution to your 401K. In 2024, there will be a change to the popular catch-up contribution. Heads up! Catch-up Contribution Eligibility The IRS defines a catch-up contribution this way. “A catch-up contribution is an elective deferral
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Student Loan repayment has been in the news of late. CNBC published an article this week that discusses the type of student loan and repayment information updates that may help you plan accordingly. Interest accrual is a key difference between the types of federal loans. There are two types of debt” a) the subsidized loan
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If you’ve not seen the impact of cognitive impairment, the concept may seem foreign. Cognitive Impairment can also be called memory impairment. The definition of memory loss is “unusual forgetfulness that may be temporary or get worse over time.” The NIH distinguishes memory impairment and mild dementia by the evidence of cognitive impairment. When there
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“It’s a blessing and a curse” – this phrase comes to mind when considering online accounts! The ease of signing up, clicking “yes” to terms of agreement and using technology on various devices is amazing and comes with caution. Image by 💖MORE ON 👉 https://melovess.com 💖 from Pixabay Digitization of Services No more “snail mail”,
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As we prepare to celebrate the 4th of July, what is independence? On Tuesday, Americans celebrate Independence Day. This cherished occasion ignites a sense of pride and unity among Americans. Beyond the barbecues and fireworks, it is a day to reflect on the profound significance of independence and what it truly means to us. So,
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How familiar are you with the term estate tax? Did you know that there can be both federal and state or inheritance estate tax in the US? Let’s look at what it means and how you may plan accordingly. The IRS defines estate tax as “the estate tax is a tax on your right to
Image by Jill Wellington from Pixabay What comes to mind when you hear the phrase “peaceful home”? This was a question posed to me by Deb Porter recently. The picture with tea, fruit, biscuits, and flowers above helps me say ahhhh! Deb and I met through a mutual connection. Her work around the power of
