Teams – when you think of a team, what do you think of? Sports? Work? Health? If I were to ask you about your personal team, what would your response be? We’re going to focus on what you can concentrate on starting today to plan for and assess what you have in place for you […]
Who’s on Your Team? Read More »
For anyone who is in business or does business, keeping up with trends can be exciting and daunting! Change is underway at lightening speeds. The issues on my watch list this year and into next year include: Technological; Geo-political / Trade / Regulatory; Financial; Shopping, Selling and Advertising, These issues all come into the picture for
2018 Business Trends to Watch Read More »
Making a decision about how many deductions to take from your paycheck is often unclear. The changes in the tax law for 2018 make this a vital issue for all. If you withhold too much, you may receive a tax rebate; yet withhold too little and you may owe the IRS at tax time. Check
Deductions, Contribution Limits and Summertime! Read More »
Picture this – a beautiful sunny, warm Southern California late afternoon. Sitting outside with a client, we were talking about life, business, families. Out of the blue, I was asked “Why do you do what you do? It’s like having a root canal”! Laughter bubbled out of me as I replied, “I guess it makes
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 »
Social Security – a term we’ve all heard, a program we pay into and a source of income when we retire. Looking back into history tells us that although Social Security did not really arrive in America until 1935, there was one important precursor, that offered something we could recognize as a social security program,
my Social Security Read More »
It’s that time of year once again … let’s get beyond taxes and explore health care decisions! 16 April, 2018 is National Health Care Decisions Day! This day exists to inspire, educate and empower the public and health care providers about the importance of advance care planning. Yes, advanced care planning involves legal documents to
Health Care Decisions Read More »
Tuesday 17 April, 2018 is the deadline for individuals filing 2017 federal taxes! Did you know there are different due dates for specific individuals and corporations that do not apply to everyone? TaxAct.com provides a reference library outlining Federal Due Dates by month by taxpayer type and provides state specific filing requirements. Check it out
Tax Filing References Available Read More »
Happy April, Happy Holiday weekend, Happy Spring! Want to relay a an item of financial importance (no joke!) today for those who turned 70 between July 1, 1946 and June 30, 1947. Today, April 1st is the deadline for those who are 70 1/2 or older to start taking required minimum distributions (RMD’s) from their
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 »
