Recent Money Matters Blog Posts:
April: It’s Tax Time!
The beginning of April is Money Smart week!
7 Resources to Prevent Elder Financial Abuse
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.
March: Down to the Wire for Taxes and Looking Forward
March is “crunch time”. Missing information must be tracked down and everything should be furnished to your tax preparer as soon as possible.
Are You a Financial Hoarder?
You may wonder what a “Financial Hoarder” is. To hoard is to amass something of personal value, to hide or store away; it has multiple causes and varies in severity, but how do you know if you, or someone you know, is a Financial Hoarder?
February: Focusing on Taxes
In February, you’ll getting 1099’s of various types for investments, school tuition, contract work or other such income sources as well as W-2s for those who have an employer. Make sure you look these over then put them in that folder labeled “For TAXES”.
January: Off to a Great Start
Let’s start the year organized with a new financial calendar. January is a great month to assess spending and determine if an adjustment will help you meet your financial goals.
Sandwich Generation? Advice When Managing a Parent’s Finances
If you’re part of the sandwich generation — where you’re caring for children and aging parents — life can get pretty hectic. Especially if you’re managing your parent’s finances.
How Do You Know When Your Parents Need Help with Money?
Talking to parents about their money is difficult for most people. It is essential to intervene, however, when elder parents are losing the ability to manage their finances.
November: Giving Thanks
In this season of thanks, a traditional thank you note to your clients shows your appreciation. Here are some tips to personalize those notes.
September: School is Back, and so are Taxes and Health Benefits! 2019
September is estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then you are probably familiar with estimated tax payments.