Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job. Unless the caregiver duties are shared with another reliable individual, this can be more than a 24/7 responsibility. Caregivers of aging parents, children...
One television commercial that has been around awhile has an actor ask the question “What’s in your wallet?” referring to a specific credit card. For this month’s Financial Tip, the question is “What’s in your credit report?” August is usually a time when people enjoy...
A Dream Team assembled In 1992, Olympic Team USA assembled a men’s basketball team that dominated the Olympics in their sport. Part of the reason was that each player brought a unique expertise and skill to the team. Michael Jordon played the guard position and was an...
We are officially midway through the year! This is a great time to pause and review your financial state. We are in very challenging times with the Covid19 crisis. With the increasing prevalence of scams and fraud, it’s more important than ever for people to be...
Talking with our aging parents about their finances can be tough. But it’s necessary. We need to know their plans and wishes should it become necessary for someone to step in and help. As a daily money manager, I have frequent conversations with older clients about...
What a tumultuous world we’re living in. So much is happening and the Covid19 pandemic continues without a real end in sight. But one thing we can count on is taxes. June 15th is usually the deadline to pay 2nd quarter estimated taxes. However, this year the IRS...
