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Online Safety in the Data Breach Era

Cybercrime is expected to cost over $10 trillion in 2025. Last year, approximately 2.7 billion records were hacked in the National Public Data (NPD) breach, exposing data, including social security numbers. That breach included almost everyone in the U.S. and Canada. You may not be online, but your data is out there.

Recent Money Matters Blog Posts:

How a Daily Money Manager helps with Your Tax Return Preparation

How a Daily Money Manager helps with Your Tax Return Preparation

Last year Rhonda had a problem. Her father, Steve, who moved to Florida three years earlier, seemed to be deteriorating rapidly. She especially noticed a change in his executive functioning. Her father’s care manager suggested that she work with a Daily Money Manager (DMM).

It is all about Taxes

It is all about Taxes

You have probably started getting 1099s of various types for financial statements, school tuition, contract work or other income sources, as well as W-2s if you have an employer.

January 2022: Let’s get Organized!

January 2022: Let’s get Organized!

January is a great month to assess spending and determine if an adjustment will help you meet your financial goals. Revisit your budget or create a new one.

December Financial Tips

December Financial Tips

With the hustle and bustle of our lives, it is easy to overlook several of the important financial dates for this month.

Financial Tip for November 2021

Financial Tip for November 2021

As 2021 draws to an end, here are several time-sensitive financial tasks to consider in November. Retirement planning, tax implications…

October 2021 Financial Tip

October 2021 Financial Tip

October is also a good time to check and, if needed, adjust your 2021 tax withholding. If you’re not withholding enough, you could face an unexpected tax bill or even an underpayment penalty

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