May is a great time to think about updating important information. Have you recently reviewed who you have designated as a beneficiary on your life insurance policies and retirement accounts? Not having the person or persons designated whom you currently wish to...
Not only has the COVID-19 pandemic upended life across the globe, it has also affected the financial lives of millions of individuals and families. In the United States, more than 22 million people applied for unemployment (Washington Post) by mid-April. Those who...
April is traditionally tax time. But, due to COVID-19, tax filing deadlines have been extended or many. The government is offering temporary relief. Federal taxes are not due until July 15. The Treasury Department and Internal Revenue Service announced today that the...
Financial abuse of elders is a serious problem in today’s world. The financial exploitation of older adults has exploded in recent years and it’s important that we become more vigilant in protecting vulnerable individuals from becoming potential victims. But what...
We’ve talked about organizing for the April 15 tax filing deadline throughout the series; March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible. Many Health Care Flexible Spending...
There’s a chance you are a financial hoarder and you may not know it! What causes this? Let’s tackle the issue! You may wonder what a “Financial Hoarder” is. With all of the media attention that has been given to the hoarding of physical objects, there has been little...
