Feb 1, 2026
The more proactive you can be about gathering tax documents and reviewing them as they arrive, the better prepared you will be when it is time to provide information to your tax professional. 1099s, W-2s, and Tax Statements You have likely begun receiving 1099s from...
Jan 12, 2026
Bringing daily money management together with professional organizing creates a clear path from financial stress to steady, sustainable routines. When financial paperwork, emails, and living spaces are organized in ways that allow people to maintain them, daily money...
Dec 10, 2025
For many young adults striking out on their own, the ultimate goal is to live alone without roommates. But is this goal feasible from a financial perspective? To find out, you need a clear picture of your finances. The word “budget” often has a negative...
Nov 21, 2025
Note: This guest blog was written by Lina Supnet-Zapata, MBA, CMC, TxCG, an Aging Life Care Manager and CEO of Mir Senior Care Management, Inc. & Care Consultants in Austin, Texas. Lina is an Advanced Professional member of the Aging Life Care Association® (ALCA)...
Sep 8, 2025
Important Medicare Changes for 2025 and 2026 Every year our government changes Medicare through legislation like the Inflation Reduction Act or by administrative dictates from the Centers for Medicare & Medicaid Services (CMS). In both 2025 and 2026 there are...
Aug 12, 2025
Clearing Up Confusion: What the New Tax Law Really Means for Seniors and Social Security Many of you received an email from the Social Security Administration on July 3 about the new tax law called the “One Big, Beautiful Bill.” I want to clear up some confusion,...
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