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!

Check Safety in the Age of Identity Theft

Check Safety in the Age of Identity Theft

Check Writing Has Some PitfallsIt used to be that check-writing was a way of life.  It was the only way to pay bills or send money to a grandchild for their birthday.  In 2022, FinCen, a unit of the US Treasury Department, reported a whopping 84% increase in check...

MEDICARE – A Guide to Plan Reviews

MEDICARE – A Guide to Plan Reviews

Review and Possibly Change Your Medicare Plan(s) Annually It may be your plan or that of a loved one who needs help, but unless you have a plan that is subsidized by an employer, it makes good ‘cents’ to review your plans each year during the Open Enrollment Period. ...

Advanced Planning 101

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 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

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 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,...