Planning Archives - Page 6 of 25

Emergency Communications

Blog, Communication, Contingency, Emergency, Natural Disasters, Planning / By Lynn Lambrecht

April is Emergency Communications Month. This year’s theme, Resilient Together, highlights both the importance of emergency communications in building resilient critical infrastructure and the need to work together. CISA (Cybersecurity & Infrastructure Security Agency) provides plans, resources, and training to support emergency communications for first responders. Highlighting emergency communications is important for everyone to plan for […]

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Advanced Care Planning

Advance Care Plans, Blog, Contingency, conversations, Health, Planning, POLST, Power of Attorney / By Lynn Lambrecht

Advanced Care Planning starts with a decision. National Healthcare Decisions Day (NHDD) is April 16 this year. Let me stress how important this is for everyone over the age of 18 and review a few steps to take. National Health Care Decisions Day started in 2007. It is a day dedicated to educate, inform, and

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Tax Return Filing for a Decedent

Blog, Information, IRS, Life Events, Planning, Preparedness, Readiness, Tax Planning / By Lynn Lambrecht

The deadline for filing a tax return is next month. If you’re filing on behalf of a relative or friend who has died, today’s post will address what to do if filing for a decedent. Knowing what to do and where to start is something I didn’t know when I had to file a tax

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Prior Authorization

Awareness, Blind spots, Blog, Communication, Details, Health Care, Planning / By Lynn Lambrecht

Prior Authorization is a real necessity. Medical costs are high. Even when we have insurance, it’s important to know if insurance will cover the cost of our services. When you receive a diagnosis that requires further testing, the last thing you want to worry about is whether or not insurance will cover it. After some

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A Little Heart

Blog, Health, Health Care, Heart, Planning, Preparation / By Lynn Lambrecht

February is Heart Awareness Month. The word of the month is heart! Hope you had a nice Valentine’s Day ❣️ Image by Gerd Altmann from Pixabay On the CDC website, they highlight, “This Heart Month, the Division for Heart Disease and Stroke Prevention (DHDSP) is encouraging women to listen to their hearts and speak up

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Tax Prep

Blog, Organizing, Planning, Tax Planning / By Lynn Lambrecht

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

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Authorized User

Access, Awareness, Blind spots, Blog, continuity, conversations, Credit Cards, Debt, Financial, Life Events, Planning / By Lynn Lambrecht

How familiar are you with the term authorized user on credit cards? After a number of conversations about this topic, decided It was time to Blog about this important topic. Want to make sure you’re all in the know! When my dad was diagnosed with Alzheimer’s it was time for my mom to have her

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Tax Brackets for 2024

Alert, Blog, contribution limits, Estate Tax, Financial, Information, Inheritance, National Issues, Planning, Tax Planning / By Lynn Lambrecht

The IRS has released income tax brackets and standard deductions for 2024. To plan ahead for what you’ll owe on your taxable income, here are the numbers. Photo by Tara Winstead: https://www.pexels.com/photo/folder-and-calculator-on-white-table-7111512/ Highlights The Details Per CNBC, here are the marginal tax brackets for 2024 Marginal tax brackets for tax year 2024 Married filing jointly

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Family Caregivers

Blog, Caregiving, Families, Planning, resources / By Lynn Lambrecht

November was the month to recognize family caregivers. In my humble opinion, it would be terrific to recognize family caregivers – care is a 24/7 job! As we enter into the holiday season, take a minute to think about ways you can support a caregiver ❣️ As the percentage of Americans providing caregiving services to

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1099K Rule Changes Delayed For 2023

1099, Alert, Blog, Planning, Tax Planning / By Lynn Lambrecht

This week, the IRS announced they are delaying implementation of a rule change that would have required more 1099-Ks to be issued to small businesses, gig workers and those with side hustles earning $600 or more. This is big news for all tax filers who receive business income for their goods and services via payment

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