Oct 18, 2022 | Finances, Planning, Taxes
Still Time to Reduce any Tax Surprises! Consider conducting a final tax planning review now to see if you can still take actions to minimize your taxes this year. Here are some ideas to get you started. Review your income. Begin by determining how your income this...
Oct 12, 2022 | Finances, Planning
Long Term Care: A Financial Dilemma Long-term care costs that drain your nest egg is a financial pothole that is hard to avoid. Here are some ideas to help manage this hazard. How much is needed Here’s how much money you’ll need for three different types...
Oct 9, 2022 | Finances, Planning
Taming Monthly Bill Creep Paying bills is inevitable, but paying too much is not. Here are some tips to help you get a handle on your recurring monthly expenses. Investigate your recurring services. Start by taking stock of every service you are currently using....
Oct 1, 2022 | Finances, Planning
Tips to Protect Your Social Security Number Very few things in life can create a higher degree of stress than having your Social Security number (SSN) stolen. This is because, unlike other forms of identification, your SSN is virtually permanent. Here are some things...
Sep 30, 2022 | Finances, Planning
Replacing a Totaled Car Underneath the still water of car insurance lies an unseen monster that comes up and attacks every car owner who has their car replaced after an insurance company declares the vehicle a total loss. Consider this true story: Becoming a...
Sep 23, 2022 | Finances, Planning
New Electric Vehicle and Other Energy Credits Tax incentives for purchasing clean (electric) vehicles and installing high efficiency home improvements are some of the featured provisions in the recently-passed Inflation Reduction Act (IRA). Here’s a closer look at...
