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There may be big tax law changes in 2018 and beyond, but the law and tax changes for 2017 were minor with the exception of a new law for persons receiving certain benefits.  Below is a brief … more
Budgets are an important component of personal financing. Without a thorough understanding of the rate of money going in and out of their bank accounts, people cannot accurately assess their … more
It was Benjamin Franklin who said, “An ounce of prevention is worth a pound of cure.” The quote was in reference to fire prevention, but let’s reframe that for a … more
The cold weather is upon us and with it comes some added challenges to a person with memory loss. These challenges are compounded for someone who may be alone at any parts of the day. The risks that … more
Meeting that special someone is exciting and discussions of more serious matters such as finances are not hot topics for first dates. However, if the relationship is going to have a firm base, an … more
As we work our way through careers and busy lives, many of us choose to dedicate time as well as money to organizations we feel help make the world a better place. The desire to financially give … more
Financial security is the goal of every woman. Legal security is just as important to insure that you and your assets are protected in the event of a disabling event or your death. No one wants to … more
It’s hard to believe that 2017 will soon be coming to an end. It seems like every year the days, weeks, and months go faster. The hustle and bustle of the holidays will soon be here. There will … more
Last summer I was an exhibitor at a women’s conference. Many visitors stopped by my table - I'm not sure if it was because of the informational materials on display or the mints I was giving away! … more
This time of the year is known as the season of giving for good reason. During this time, friends and families, co-workers and bosses, doctors and patients deliver tokens of appreciation with minimal … more
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