The Big Decisions Matter: How Major Choices Impact Your Financial Well-Being
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The Big Decisions Matter: How Major Choices Impact Your Financial Well-Being

Regarding financial health, it’s not the daily $3 coffees that make or break your bank, but the colossal choices—your house and how you handle your student loans. These aren’t just purchases but pivotal financial decisions that determine your economic stability. Spring Into Action: The House Selling Season Is Here As the spring house selling season…

The Clock’s Ticking: Your Last-Minute Guide to Tax Extensions and Payments
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The Clock’s Ticking: Your Last-Minute Guide to Tax Extensions and Payments

Tick, tock. It is Friday; the weekend is upon us! And so is Tax Day, April 15th. The deadline is less than 72 hours away, and this Monday may feel like a countdown to doomsday for taxpayers who need an extension and owe taxes. The stroke of midnight on April 15 doesn’t have to spell…

Does Your Business Have An “Ashley”?
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Does Your Business Have An “Ashley”?

I recently had an eye-opening experience returning from a quick weekend getaway with Tina. The Wi-Fi was not working during our flight back, and I rediscovered an old game I hadn’t played in several decades.  (the book I had with me was completed on the previous flight) Solitaire Boredom solved! I struggled to recall the…

Even James Bond Needs Documentation
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Even James Bond Needs Documentation

In his escapades and adventures, James Bond may have used many tricks to escape death. However, even James Bond would have needed documentation to deduct the cost of his Aston Martin. Court nixes most auto deductions:  In the summary judgment issued by a Tax Court Judge, he ruled that the owner of a Long Beach, California-based `…

Lack of Commitment can be Expensive
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Lack of Commitment can be Expensive

Lack of Commitment Is the Most Common Reason for Divorce in the USA, according to Forbes.com “Revealing Divorce Statistics In 2024”.   Divorce can have a lasting impact on your finances.  Don’t let “Lack of Commitment” be your reason for messing up on Valentine’s Day 2024. Super Bowl to Daytona – What a Week We kicked…

Dad and Medicare – info you might need for your parents.
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Dad and Medicare – info you might need for your parents.

As we grow older, the parent/child roles often reverse, and we find ourselves caring for the very parents who once cared for us. That reversal has happened to myself and my parents, specifically my Dad. This past weekend, I experienced the struggle to access and coordinate my Dad’s ongoing care through Medicare.  I am sharing…