Kick off season is here! September is upon us. American football, students back in school, and National Preparedness Month. Of these three, I’ll cover kids going back to school and Preparedness Month today (and, I may be watching football as I write this 😉) Back to School September is a time for fresh beginnings as […]
Here we are—the last Sunday of 2024! There were two news items that broke this week to be aware of. I have a quick update today about the BOI reporting I wrote about weeks back. This week, there was an important update to the BOI reporting information: a court decision to lift the pause for
I recently received a question asking what to do when a loved one dies whether at home or in a facility. I started researching and learned from the Funeral Consumer Alliance that there are ten states that require a Funeral Director’s involvement – this was news to me. The ten states that require a family
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As promised last week, this week we’ll dive into the storage of your important documents. This week I explored a product I’ve heard lots about of late and I go into detail about it below. Over the years, I’ve stored my important documents in a large binder and stored them in a fireproof safe. When
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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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Estate Planning Awareness Week ends today, October 22nd. From a layperson’s perspective, estate planning is making sure you have the necessary permissions to have people help you when needed. Your state of residence will determine the laws used to guide you when drafting your legal documents. Estate Planning helps you document officially (legally) your end-of-life
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This month is Cyber Security awareness month. In the spirit of keeping safe online, it’s important for you to be aware and limit human error! The EBC Group in the UK have outlined six areas to pay attention to for your safety. Image by Gerd Altmann from Pixabay 1. Password Management Create Strong, Unique Passwords
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Q4 is here! What are you doing to plan and track your progress as we close in on the end of the year? Planning – ah, a phrase that inspires us or shuts us down! As the end of the year draws near, let’s think about plans we have that we’ve yet to complete, those
September is here! There are 121 days from September 1st and December 31st – where has the year gone?! September transitions us from summer to autumn. September is also National Preparedness month. Here are some important highlights for you to be prepared! ready.gov/september National Preparedness Month The 2023 Ready Campaign’s theme this year is “Take
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Extreme weather impacts us personally and economically across the US. As June marks the beginning of hurricane and fire season, it is good time to think about preparation everyone can begin now. Air Quality has been a concern this week due to the fire season starting early in Canada. Check the air quality where you
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