As the year comes to a close many of us are longing to spend time with friends and family and planning how to safely navigate the holidays. No one really wants to think about taxes. And yet the pandemic invades every aspect of our lives and taxes are no exception. Two...
Everything has changed in 2020 but much remains the same. We still give thanks for family and the friendships we have. And as the year comes towards an end, there are time-sensitive financial decisions and tasks to consider. Medicare Enrollment Deadlines The Fall...
Have you been struggling to identify trustworthy people to act as agents under a financial power of attorney (POA), trustee, or executor, — for either yourself, your loved one or your clients? You are not alone. With an aging population in which many people don’t have...
If you have a family member who will be in college for the 2021-22 school year, October 1 st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file because not...
How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...
Since COVID started, we have all had to make changes to our daily routines. Tasks that we used to do without a second thought now take extra planning and preparation … When is the best time to go to the grocery store? Do I have my mask? Do I have my hand sanitizer? Do...
