Taxes are in the news of late. There is one particular tax that gets a lot of press – the “estate tax”. Let’s look at the facts about estate taxes today – what in the heck is the “estate tax”? Small business owners and families alike face a variety of issues throughout life. Taxes come […]
What is the “Estate Tax”? Read More »
We rely on schedules in daily life. The busier we get, the juggling between activities occurs naturally, living a life of its own?! Alas, we rely on routines, patterns of behavior, actions and responses to help us manage everything we do. Think stimulus/response … Auto-pilot can be helpful – the less we have to think,
If you were away from work Read More »
Did you know that September is “Passport Awareness Month”? I uncovered this fact while reading from the US Department of State website recently. This awareness campaign was formed to educate and inform travelers about upcoming changes to travel identification requirements for domestic flights. As someone who has had a valid passport for 30+ years, the
Passport Awareness Read More »
We’ve seen much over the past weeks that lend consideration to “expecting the unexpected”. Situations beyond our control stretch us beyond our comfort zones. We are faced with unfamiliar circumstances and see the best in people/humanity or are stunned by dismal reactions. How might we be ready to be ready? Let’s start small. IF we
Practice makes Perfect Read More »
Companies have been impacted by outside hackers more frequently than we would like. Notable breaches into Yahoo, Adobe, Target, Anthem Insurance, and the US Office of Personnel Management have resulted in our personal data being stolen. Identity theft is a nightmare. Thieves who pose as you open new credit accounts, file phony tax returns, buy
Hacked? What can you do? Read More »
September, here we come! Before we blink, the new year will be upon us. Business/personal tax considerations impact financial results. Investing time with key professionals to work with you toward achieving what you’ve set out to do can make or break what you’ve worked hard to create. Professionals are trained in their areas of expertise.
Advisory Perspective Series – Theresa Klass Read More »
It is humbling to watch the power of a hurricane. This weekend, we see evidence of this with Hurricane Harvey in Texas. This hurricane grew to a Cat 4 as it slammed into the east Texas coast. It’s continuing impact is reeking havoc due to the deluge of rain and continuing winds. Watching the coverage
Starting from Scratch Read More »
Throughout life, we are presented with new experiences, new tasks and new learning. We learn to study/learn in school; when we buy our first car or house we learn about negotiation; when we seek a job we learn what it takes to find employment; to maintain a job we learn about leadership, teamwork, organization, time
Skills: Practice, Practice, Practice Read More »
Talking about accidents, illness or even death is not something that comes naturally for most. Amidst the diagnosis, situation or aftermath, there are a number of practical concerns that come at us all at once. Often we are ill-prepared for the practical needs, as we struggle to get through the day. There comes a time
Preparing for the Practical Read More »
Alzheimer’s is the Sixth leading cause of death. Current statistics reveal that one in three seniors will die with the disease. Researchers continue to search for prevention strategies, with funding provided to study the influence of diet, exercise, social and mental stimulation and other factors (age, genetics, environment, lifestyle and coexisting medical conditions) that may
June is Alzheimer’s and Brain Awareness Month Read More »
