Last call! Taxes must be filed by Monday April, 2022 in the US! If you are one of the 15 million Americans who’ve yet to file taxes, here is some information for you from a Fast Company article posted 4-15-22. DO I NEED TO FILE AN EXTENSION BY MONDAY? If you’re not ready to file […]
Last Call – Taxes! Read More »
Heads up! If you missed it, there is a new 1099 IRS Rule for PayPal, Venmo and CashApp transactions starting in tax year 2022. This rule impacts small businesses and self-employed people. Reading an article covering this information in Entrepreneur.com this week, I was reminded how important it is to stay alert and start documenting
New 1099 IRS Rule for PayPal and Venmo Transactions Read More »
Grieving a death is not easy at any age. Grieving a death for younger adults is often a “first death” and very difficult. As Family Caregivers Month continues, let’s care and support for those grieving a death along with our caregivers. Two recent articles highlighted this for me and rather than sit back, I bring
Support Younger Adults Grieving a Death Read More »
Health Insurance Open Enrollment time is here in the US. Heads-up! Open enrollment for employees, for individuals and for those on Medicare is here. Here are some tips to help you/yours this year. What is the open enrollment period for 2022? Private companies can set their own open enrollment periods with many choosing to do
It’s Open Enrollment Time Read More »
The famous book, “The Art of War” was written by Sun Tzu in approximately 500 BC. The quote, “Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat.” is instructive as you begin to decipher the difference between strategy vs. tactics. Strategy and Tactics Defined Strategy defines your long-term
Strategy vs. Tactics Read More »
Why does it have to be so difficult? When we are in “the situation” of navigating care choices for a loved one, it is hard enough. Now imagine you being older and trying to navigate care choices – what comes to mind? Fix it comes to mind immediately for me!! Realistically, it is important to
Navigating Care Choices is Hard Work Read More »
The top three lessons learned from the Pandemic were the importance of having an emergency fund, paying down debt and discussing finances with others.
Top Three Financial Lessons Learned From the Pandemic Read More »
What do they say? The two things we cannot avoid are death and taxes?! Taxes are the topic we will consider today. Taxes touch our lives when we make money, spend money, own property and invest. As we approach Q4, let’s consider a few specific areas to review to make sure we are on target
National Update: Changes Ahead – Taxes Read More »
This blog features articles to inform you about the practical pieces of “life’s administrative” tasks we often overlook. Today, let’s get more purposeful and consider life as a gift we are able to live each day we wake up. The Advisory Perspective Series this month features an amazing woman I’ve had the fortune of meeting. She’s created
Advisory Perspective Series – Christina Hall Joyfuel Life Read More »
In the workforce or at home, do you tend to “go solo” or work as a “team”? When thinking about communication, how often do you consider the inherent value of combining your thoughts with others to maximize your results? Let’s consider the power of synergy beginning with defining the word. Merriam Webster defines synergy +
Communication – Synergy is Powerful Read More »
