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Health Care Decisions

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 […]

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Tax Filing References Available

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

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No Fooling

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

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Heads-up: Watch out for Exposure

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

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Planning for Interruptions

Wellbeing is a broad topic.   Consider this definition, “The state of being comfortable, healthy or happy.”  Ah, let that sink in – feels pretty good, doesn’t it? Today, let’s think about our day to day life.  When our pattern, routine and activities are interrupted by unplanned events at home and/or work, there is impact.  Each

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National Issue: RAISE Act

On January 9, 2018 Congress passed HR3759 / S1028 the Recognize, Assist, Support and Engage Family Caregivers Act (RAISE).  The RAISE Act aims to help the relatives and partners who provide medical, household and financial assistance to loved ones.  The bill is on the President’s desk awaiting signature.  It could affect employers of more than

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Insurance Itemization

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,

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Sensitivity

Endings can lead to new beginnings.  Whether it is a loss of a person, pet, relationship – it takes time to assess who we are, what we feel and how we wish to move forward. The holidays are tricky.  Nostalgia of memories can be triggered and we can feel the pressure of feeling “happy”, when

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It’s About How you Live

November, 2017 is National Hospice and Palliative Care Month.  “It’s About How you Live” is a theme used to describe the care provided by trained professionals.  Hospice care and palliative care are different and each provide care and comfort for patients. These terms are often used interchangeably, yet they have distinct differences.  Palliative care is

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If you were away from work

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,

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