Advanced Planning 101 Avoiding mistakes that can derail your efforts Broadly speaking, there are several stages to managing your estate. Much of it has to do with paper and, increasingly, digital documents. To have an estate plan, it must get written down. It...
Tax Organization for NEXT Year Avoid the Stress you are feeling right now This time of the year, accountants everywhere are advising that you need to have your documents to them by March 1st. Are you feeling stressed? The alternative is filing an extension,...
Remember When Things Were Simple? Life doesn’t need to be so challenging It wasn’t that long ago that you could change the oil in your own car; you could change the channel on TV without needing a doctorate to figure out how to use the remote! And what about...
Are You in Control of Your Money? Benign over-donation. It happens to most everyone at one time or another. You receive a letter in the mail requesting a financial donation to a charity that you like to support. It seems like you gave to them recently, but you write...
What does Annual Medicare Enrollment mean for You? Every year, as you approach age 65 or if you are beyond that age, you start getting bombarded with ads about Medicare enrollment starting in August. If you are like most people, you probably stop paying attention...
A Real-life Story A few weeks ago, a client of mine was scammed. Doubled scammed really. I’m still not completely clear on the sequence of events but I will share this story anonymously with you in hopes that you can learn something to protect yourself. The Events...
