Estate Planning
Most people are in significant denial when it comes to estate planning. But, planning provides peace of mind for you and your loved ones with respect to a broad range of issues. I want you to consider these possible planning matters: Who will handle your financial matters in the event of a disability? Who will […]
Key Numbers for 2020
Attached is a tax reference sheet for 2020’s key numbers. Included is the 2020 income tax rate table and standard deductions, including education deductions. Estate planning amounts are also listed as well as retirement contribution amounts. Please let us know if you have questions or contact us for a PDF copy of this document and […]
How to Give Like a Billionaire When You Don’t Have Billions to Give
The holidays are upon us and in honor of #GivingTuesday on December 3, we decided to share some philosophies of giving. You might not have tons of money to share but you can give back, and improve the lives of others, in many ways. Since Bill and Melinda Gates and Warren Buffett created the Giving […]
Caring for your aging parents
Women are often caught in the sandwich generation, having to take care of children and parents at the same time. Caring for your aging parents is something you hope you can handle when the time comes, but it’s the last thing you want to think about. Whether the time is now or somewhere down the […]
Evaluating a Job Offer
If you’re considering changing jobs, you’re not alone. Today, few people stay with one employer until retirement. It’s likely that at some point during your career, you’ll be looking for a new job. You may be looking to make more money or seeking greater career opportunities. Or, you may be forced to look for new […]
Medicare 101
Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition, and certain younger people with disabilities or end-stage renal disease. Medicare coverage consists of two main parts: Medicare Part A (hospital insurance) and Medicare Part B (medical insurance). These parts together are known as Original Medicare. A third […]
Designating a Beneficiary for Life Insurance
It’s Life Insurance Awareness month. We’ve all heard how important it is to get life insurance. Don’t wait until it’s too late. Make sure you do diligence and plan now. It is also important to make sure your beneficiary is up to date. A beneficiary is the person or entity you name (i.e., designate) to […]
Survey Details Back-to-School Spending for 2019
The National Retail Federation (NRF) and Proper Insights & Analytics recently released a survey detailing back-to-school spending for the 2019 school year. The survey looks at how American families plan to shop for clothing, supplies, and other items for the school year. Record spending expected for 2019 As students prepare to go back to school […]