Tigress Tales
Important and sometimes irreverent personal finance tips, strategies, and stories to educate, amuse, and motivate. It’s a big job, but someone has to do it!
Clearing the Air
Adapted from the August AADMM Blog by Katherine Gudgel Many of you may have received a July 3rd email from the Social Security Administration referencing the new legislation known as the “One Big, Beautiful Bill.” While the email is authentic, some of its claims have...
One Month In: Reflections from Victoria
A Strong Start to a Meaningful Journey This first month has been nothing short of inspiring. I’ve had the pleasure of meeting with a handful of our clients, and each conversation has reaffirmed why I am here. Our mission—to bring you peace of mind—is not just a...
The Ins and Outs of Hospice
The Ins and Outs of HospiceHospice is care when you need it, not a death sentenceHospice care is a specialized form of medical care for people facing a life-limiting illness, when curative treatment is no longer the focus. Instead of trying to cure the illness,...
Where Are Your Manners?
Where Are Your Manners?I could go a lot of different places with that headline. Bad drivers, line jumpers, lateness, and, well, too many choices! But what is really on my mind is the estate work that we have been doing, and how some people are planners, and some...
Understanding Roles in Estate Planning
Understanding Roles in Estate PlanningExecutor? Power of Attorney? Agent? Trustee? What is all this!!? Over the years, we have met with many people who want to ensure that they, and their wealth, are taken care of both in the case of long-term illness or...
Online Safety
Online Safety in the Data Breach Era Steps you can take to improve your online safety Why is this SO important? Cybercrime is expected to cost over $10 Trillion in 2025. 2.7 billion records were hacked in the National Public Data (NPD) breach last year, exposing...
Preparing for Tax Time
Preparing for Tax TimeDo you have a system? Do you have a plan?The holidays are behind us and we hope yours were spent in good health! Now is when it really starts to feel like winter to me. The days are shorter and the weather makes it less appealing to be...
End of Year Financial Move
End of Year Financial Move: Taking Your Required Minimum Distributions To save yourself from dire penalties, headaches and stress, be sure you understand the rules for taking annual Required Minimum Distributions (RMDs). The IRS makes it sound very complicated. This...
Are Your Daily Finances in the Right Hands?
Are Your Daily Finances in the Right Hands?How to know if you, or your Daily Money Manager, is doing a good job.There are many reasons why someone might need or be getting help with their personal finances. I’m not talking about investments, but the day-to-day...
Holiday Check-in
Holiday Check-ins Holidays provide a unique opportunity to check-in on our elders For most families, holidays are a time to gather, eat well, and celebrate the holidays. If your family has an elderly contingent, it becomes an especially important tradition. This is...