Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
“Hello Heather, this is Dave Stieglitz with Oasis. I have an unusual case and was wondering if you could call me back.” The Two Professionals Heather Jackson is a Certified Daily Money Manager® (DMM) with Jackson Personal Financial Services and Dave Stieglitz is a...
For many, the holiday season is in full swing, despite disruptions in the supply chain, which may impact the purchases we make. There is good news to report. The economy has rebounded, Covid vaccines are more widely available and there are reports that air travel will...
Daily money managers frequently work collaboratively with other professionals to help their clients obtain the services they need. Here is a recent example of a DMM-CPA collaboration to help. The Scenario An elder law attorney referred us to her client, a man with a...
As 2021 draws to an end, here are several time-sensitive financial tasks to consider. Year-End Retirement Planning Contribute to 401k plans by December 31st Deposits to your 401k plan are due by the end of the year. Typically, 401k contributions are made through...
Dad ended up in the hospital and Mom is overwhelmed, scared, and nervous about the health of her lifelong partner. A sudden visit to the Emergency Room is often the beginning of a new engagement for an Aging Life Care Professional or a daily money manager. Such...
