Let’s start the year organized! January 1st – First day to fund traditional IRAs, Roth IRAs and SEP IRAs (for self-employed and small business owners) for the current year January 18th – Your 4th quarter 2021 estimated taxes are due! January 31st – Your...
Budgeting isn’t always the nicest word to use when talking about money. For many, it’s full of negative connotations. Spending plans are a more accommodating alternative for many. It will put you in the driver’s seat of your financial future. A spending plan...
How to Select the Best Daily Money Manager to Help You One of the challenges many people face is staying on top of their financial paperwork. Over the past several months, I have received an increasing number of calls and emails from individuals requesting assistance...
AADMM and ALCA members may have clients in common that benefit from both services. Aging Life Care Professionals have extensive knowledge about the costs, quality, and availability of resources in their communities. As members of ALCA, Aging Life Care Professionals...
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. But what...
