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Dedicating time and headspace to planning can set you up for a health care approach that’s preventive rather than reactive, and that can offer peace of mind. Do you have a health care notebook? Being organized is the key to preparation during stressful times, so keep a journal or even use an app on […]Continue reading
To determine if an older adult can continue living at home, take a good look at all aspects of their present housing situation and how each one affects their safety and quality of life. Medication Management Do they remember to take their medications at prescribed doses and times? Have they had any hospitalizations or […]Continue reading
Financial Literacy Month suggests it’s time to take advantage of available tools, resources, and tips for financial education that can help increase your financial success. This month put yourself back in the driver’s seat! Do a thorough review of your bills, and you might find hidden fees that are pecking away at your hard-earned […]Continue reading
Bucks, bacon, dough, moolah, cabbage, cheddar, Benjamins, whatever you call it, money makes the world go round. With so many words used for the same thing, it’s not surprising that sometimes we hear financial terms but feel lost on the concept. Financial Literacy Month is the perfect time for a refresher. COMPOUND INTEREST Think […]Continue reading
The vast majority of businesses that go on the market for sale never complete a transaction. External factors, such as credit markets or the overall economy, can help determine whether a deal happens. Still, generally, the most important factors impacting a sale are directly under the owner’s control. Unprepared owners can make costly mistakes when […]Continue reading
The Social Security Administration (SSA) recently announced that the annual cost-of-living adjustment (COLA) for benefits would be 1.3%. Here’s a closer look at some of the most significant changes affecting Social Security recipients in 2021. Social Security checks will increase slightly. For the average retired worker, the monthly Social Security benefit will rise by $20 […]Continue reading
The face of identity theft has changed dramatically, evolving with the technology and economic landscape surrounding it. Understanding your exposure and staying informed of the trends and methods that thieves use to steal from you is the first step in a strong defense against identity theft. Step 1: Know how you’re exposed Simple, […]Continue reading
Imagine if Goldilocks was planning her retirement: “this date is too early” and “this date is too late” but “this date is just right”! Sweet retirement can’t come soon enough for some of us, but it’s important to know precisely when you should retire. When planning for retirement, understand that the amount of your […]Continue reading
Your business’s success is in your hands when you’re self-employed, so you need to be knowledgeable about and take advantage of whatever assistance is available—especially when it comes to lowering your tax bill. It’s commonly known that the government subsidizes certain personal expenses when you work from home. The key to this deduction is […]Continue reading
This past year highlighted small businesses more than any other. The impact from a struggling economy has not gone unnoticed and the support from local shoppers has made the difference between open and closed for many small business owners. If you own a small business, one thing is certain, the responsibility of retirement planning is […]Continue reading
