Recent Money Matters Blog Posts:
Pandemic tax changes you need to know now
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.
November: Giving Thanks and Year End Planning
Everything has changed in 2020 but much remains the same. We still give thanks for family and the friendships we have. And as the year comes towards an end, there are time-sensitive financial decisions and tasks to consider.
Daily Money Managers: Agents Under a Power of Attorney, Trustee or Executor
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.
October: School, Health Care, and Thinking Ahead
October 1 st 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 because not all financial aid is based on need.
Financial Paperwork Got You Down?
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.
September: 2020 Is Not What Any of Us Expected It to Be
Tasks that we used to do without a second thought now take extra planning and preparation. Here is your September 2020 Financial Tip
5 Strategies for Juggling Life, Work & Caregiving
Being a caregiver for family members or others is a huge responsibility. It is much more than a full-time job.
August: Living in the Moment and Looking Ahead 2020
It’s more important than ever that we don’t let our financial vigilance go “on vacation”. August is a good month to check your credit report.
Why and How to Build a Financial Dream Team
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.
July: Financial Independence is the Goal!
We are officially midway through the year! July is a great time to pause and review your financial state.