Tips for establishing systems for tax-time Do you groan every year when tax-time rolls around? You are not alone. Many people do not have good systems for keeping track of taxable information throughout the year. Nearly 10 million have to…
The Three Pillars of Financial Management are a way to evaluate what might be causing financial instability in your life or that of a loved one.
The thought of planning ahead may seem a bit useless after the year we have just been through. Nevertheless, time marches on and when you get ready for a new year, it helps you get organized and maybe even generates…
With Change Comes More Change: A few key points A new presidency will likely bring sweeping tax changes to the current economic environment. There are a few, related to estate planning, that I wanted to bring to your attention before…
Clare was mentally acute but had physical challenges that prevented her from writing checks legibly. She had no children and gave power of attorney to her niece. Her niece used the bank account to live a high lifestyle, thinking she would not get caught and that her aunt wouldn’t need ‘all that money’. One hundred thousand dollars later, Clare caught on
Addressing financial issues when a parent’s health declines Polly is getting toward the end of her career but she plans to work a while longer because, although her job is very demanding at times, she loves her work. Her biggest…
OK. Deep breath. This is a departure from my normal kind of email and my avoidance of all things political. I’ve been pre-occupied of late because I’ve been in the process of hiring my very first employee, and I will…
Action Reduces Anxiety (and Boredom)! If you are not an 'essential worker', chances are you are doing your part to control the spread of COVID-19 by staying put. That is also a heroic act! So many people are helping in…
Staying Positive Through the Coronavirus Pandemic Life as we know it might not be the same as it was just a few weeks ago. Major events have been canceled; most people are either panicked because they have to go out,…
Paper Tigress is hiring! We are looking for a part-time Client Management Associate and you can find out more about the position and requirements on our 'Opportunities' tab.