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!
Advanced Planning 101
Advanced Planning 101Avoiding mistakes that can derail your effortsBroadly 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 cannot...
Tax Organization for NEXT Year
Tax Organization for NEXT YearAvoid the Stress you are feeling right nowThis 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,...
January is for Organizing
“I mean, really, how many generations of Stuff can be passed on?! We would all need mansions with rooms full of Stuff to contain it all.”
“Paper (and digital documents) can be the bane of your existence. It can overtake your living spaces and your filing cabinets. It is like a lava flow that keeps arriving and has nowhere to go. “
Addressing Medicare Confusion
Addressing Medicare ConfusionWhether you are caring for someone on Medicare, or you have been on it for years, there can be a lot of confusion during the annual renewal process, which is always October 15th to December 7th. If you have an employer-sponsored plan,...
Remember When Things Were Simple?
Remember When Things Were Simple?Life doesn't need to be so challengingIt 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 your...
The Top Five Documents for Life Control
Procrastinator by nature?If you are not prone to planning ahead, this could be your wake-up call. James, age 38, went around a corner on his motor cycle, was struck by another vehicle, and landed in the hospital with brain trauma. Sarah, age 52, was out with...
The Over-Donation Frustration
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...
Talking to Your Parents About Money
A Journey Worth TakingMoney is one of the most emotionally laden topics to discuss with a family member. You have to realize that the conversation is not A conversation, but a series of trust-building exchanges. It is best to start long before a crisis situation...
Open Season: MEDICARE
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...
The Toll of a Scam
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...