This Week’s Must Read

Financial Chores

4 Financial Chores You Can Finish in 15 Minutes or Less

Article originally published on: https://www.inc.com/ Pause your Netflix binge and take an hour of your time to catch up on these money-saving to-do list items. Sometimes, money is like technology. Getting stuff done — whether it’s updating an operating system or moving a bank account — often takes longer than it should. There are some money chores, though, that can be done …

4 Financial Chores You Can Finish in 15 Minutes or Less Read More »

What Will You Pay for Medicare in 2022?

Medicare premiums, deductibles, and coinsurance amounts change annually. Here’s a look at some of the costs that will apply in 2022 if you’re enrolled in Original Medicare Part A and Part B. Medicare Part B premiums According to the Centers for Medicare & Medicaid Services (CMS), most people with Medicare who receive Social Security benefits …

What Will You Pay for Medicare in 2022? Read More »

2022 New Year's Resolutions

50 Easy New Year’s Resolutions to Try in 2022

Skip the unachievable goals and try these actually doable “mini resolutions” instead. If you feel like every New Year’s resolution you’ve come up with in the past has been a bust, you’re not alone. You’ve likely heard the statistics before, but to recap: According to Inc., about 80 percent of people who make New Year’s resolutions have given them …

50 Easy New Year’s Resolutions to Try in 2022 Read More »

Cost of the 12 Days of Christmas in 2021

The ’12 Days of Christmas’ Will Cost You Over $40K in 2021 — How Inflation Is the True Grinch

The song is piped through the speakers in our favorite stores all season long. Your kids may sing it endlessly on car rides. It’s “The 12 Days of Christmas.” But where did it come from and, apart from their practicality, would it even be affordable to give all these gifts in 2021? First, let’s talk costs. The …

The ’12 Days of Christmas’ Will Cost You Over $40K in 2021 — How Inflation Is the True Grinch Read More »

Giving for Christmas

5 Ways Giving Is Good for You

Article originally published on: https://greatergood.berkeley.edu/ Jason Marsh and Jill Suttie offer added incentives to get into the holiday spirit. Holiday shopping can be terrifying, yes. But research suggests it’s worth it: New studies attest to the benefits of giving—not just for the recipients but for the givers’ health and happiness, and for the strength of …

5 Ways Giving Is Good for You Read More »

Social Security Scams

How to protect your personal data…a message from the Social Security Administration

The Social Security Administration will never threaten, scare, or pressure you to take an immediate action.   If you receive a call, text, or email that… Threatens to suspend your Social Security number, even if they have part or all of your Social Security number Warns of arrest of legal action Demands or requests immediate …

How to protect your personal data…a message from the Social Security Administration Read More »

Your Guide To Medicare

Your Guide to Medicare Open Enrollment

​Article originally published on: https://www.aarp.org/ As the COVID-19 pandemic lingers, it’s important to review your coverage and make changes by Dec. 7 It’s the time of year to review your Medicare coverage. Open enrollment runs from Oct. 15 until Dec. 7, a seven-week window to think about your health care needs for 2022 and decide …

Your Guide to Medicare Open Enrollment Read More »

Thanksgiving

30 Unique Thanksgiving Traditions to Start With Your Family This Year

These will make giving thanks even more special. Every Thanksgiving celebration all but requires a few essential elements: a gleaming roast turkey with stuffing (or dressing, depending on your background and geographic location), easy mashed potatoes with gravy, pumpkin pie with a dollop of whipped cream for dessert, and plenty of supporting Thanksgiving side dishes to make the table groan under the bounty. …

30 Unique Thanksgiving Traditions to Start With Your Family This Year Read More »

Year-End Charitable Giving

Year-end strategies for charitable giving

Article originally published on http://www.fidelity.com Consider these 6 tax‐savvy ways to make your giving go further this year. Key takeaways While charitable donations by check or cash are the most common, giving long-term appreciated securities may have attractive tax benefits. Establishing a donor-advised fund (DAF) can be a particularly effective way to give. A qualified …

Year-end strategies for charitable giving Read More »

Translate »

Schedule A Virtual Meeting From Anywhere In The World