Contingencies are a topic near and dear to my heart. Why is a deeply personal reason. Because it is so much easier to think about, plan for and practice for when we are not immersed in a crisis situation. After 1st hand experience at home and work, if given a choice, I choose advanced preparation 100 […]
Let’s talk about a topic today we would all prefer not to discuss, incapacity. If we were “down and out” for any amount of time, what do we need to do in advance to help us come through it? We all have blindspots – today we will bring to light an area often avoided while
Prepare for Incapacity Read More »
What a week! In today’s post, we will concentrate on three specific issues of growing importance impacting people of all ages. Privacy, personal data and protection of your personal information. Security issues have been in the forefront after massive security breaches impacting our identities which in turn effects our ability to file/obtain taxes, secure finances
Heads-up: Watch out for Exposure Read More »
It’s that time of year – The Final Four and the final push to gather what’s needed and file personal taxes! 2017 was no stranger to identity theft due to the Equifax data breach, exposing private information of over 145 Million Americans. Many Americans began filing taxes as early as 29 January, 2018. The Federal
How many times during the day do you access an account online, using a user name and password? Is this such a common occurrence that it doesn’t “register” as something to think about? In casual conversation I often ask this question when talking with people. Online accounts are prevalent – we access our personal accounts,
Keeping Track of Online Accounts Read More »
This month, we’ve discussed taking inventory of things we own, use and have at home. What about the office? Whether you are a worker or a business owner, taking inventory at work is a critical component when considering sustaining work flow. How often do you take inventory or pay attention to what you use within
Business Inventory Read More »
Natural disasters hit the US hard in 2017. The National Oceanic and Atmospheric Administration estimates the economic impact from these natural disasters was $306 Billion dollars. Individuals impacted by the hurricanes and wildfires faced the daunting task of beginning administrative tasks of filing claims, often with no physical record of their belongings. During personal tragedy,
Insurance Itemization Read More »
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 »
Providing perspective from experts is a monthly feature on our Blog. We work with professionals across industries from accounting to taxes, from legal to medical, from financial to insurance. These professionals provide we “laypeople” with the tools and resources to make informed decisions about what is needed for us, today and into the future. It
Advisory Perspective Series – Hawley Woods Gray 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 »
