Recent Money Matters Blog Posts:
The pandemic invades every aspect of our lives and taxes are no exception. Two major tax bills were passed in response to the COVID-19 pandemic, which could have an effect on your 2020 taxes.
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? There is a growing need for people who can act as their agents for financial matters.
If you or someone you know is looking for assistance with their financial paperwork, please check out the AADMM website to find a DMM in your area or one that works remotely.
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.
When it comes to your finances, a team of professionals can help assure your financial success. You probably already have an initial set of people to help you.
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.
Life priorities change and spending more time with family becomes the new focus. Financially comfortable families can choose to hire professionals to take over areas that become a lower priority.
Scammers never stop. They can take any situation and devise ways to trick people out of their money and steal their identities. Be aware of scams and know how to respond.
It is important to have your financial, medical, and other vital, personal information in one place, ready to go in case of an emergency.
Developing a plan for paying bills means examining and prioritizing all expenses and separating wants from needs.