Recent Money Matters Blog Posts:
Stop Singing the Tax Time Blues
We are coming to the end of that time of year when you have exhausted yourself preparing to send information to your tax preparer. Tax time doesn’t have to be a downer although can be a stressful and overwhelming period for many individuals. With numerous documents to...
How a Daily Money Manager Helps Your Investment Advisor or CFP® Professional
The benefits of building a personal financial team of two or more professionals: A recap of the monthly online video Lakeside Chat about how daily money managers can help older adults, high-net-worth families, and other professionals.
Why to Review Beneficiaries Annually to Secure Your Wishes
Reviewing your list of beneficiaries annually is wise. Relationships, circumstances, or benefits can change, and sometimes, so do your recipients. There are everyday life events such as births, deaths, or marriages. The most compelling reason for an annual beneficiary review is to ensure your accounts distribute as you wish.
Financial Tip for December 2022
For many, the holiday season is in full swing, despite continued disruptions in the supply chain which may impact the purchases we make. With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month. December...
How You Can Manage the Parent-Child Relationship Reversal after a Crisis
Helping our aging loved ones can be challenging. Aging can affect judgment and memory. Now may be the perfect time to make sure you have estate planning and medical paperwork in order.
Financial Tip for November 2022
As 2022 draws to an end, here are several time-sensitive financial tasks to consider.
Right Now is a Good Time to Review Your Fiduciary Designations
An up-to-date estate plan is a huge gift for your family and friends. It can avoid sending your family into court when they are already struggling to deal with your illness or death. Don’t let a judge decide who makes your health care decisions or who manages your estate.
October 2022 Financial Tip
October 1st is the start date for submitting the Free Application for Federal Student Aid, or FAFSA. The FAFSA is the key to getting financial aid; every student should file.
Credit Cards Weighing You Down? Up your credit card savvy.
We are all using plastic more than ever—for both large and small purchases. And so are scammers and fraudsters! About 31.8 million U.S. consumers had their credit cards breached in 2014.
School, Taxes and Health Benefits
September is the end of summer and a return to classes for students and teachers. It is also estimated tax time again! If you receive income where there is no withholding (eg. Investment earnings, home business) then the third quarter payment for tax year 2022 is due September 15th