Joint Owner vs. POA

Getting your financials in order is something everyone would like to accomplish. Making sure that the bills are being paid isn’t something that many people want to worry about. As we grow older, we may need assistance from a family member or a friend. Assistance can be what we consider simple tasks such as getting […]

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Who’s on Your Team?

Team?  Do you really have a team?  Think about it – you certainly do.  In fact, you probably have several teams – medical, financial/legal, family, friends, etc.  In this blog, I am going to address the importance of your financial/legal team.  In years gone by, we would go to a doctor who would treat us […]

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Receive a Notice from the IRS? Don’t Ignore It!

While many of us panic to see a piece of mail from the IRS, it isn’t always bad news.  So, please do yourself a favor and read the notice; don’t panic.  The IRS may send you a letter or notice if you have a balance due, if there is an adjustment in the amount of […]

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“I Care a Lot”

“I Care a Lot” is one of the most popular movies on Netflix recently. The movie follows Marla Grayson who is a professional Guardian over elderly individuals who have substantial assets. Marla can been seen taking control over their assets, placing them in assisted living facilities, selling off their homes and assets. There are even […]

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Medical Emergencies for Non-Married Couples

Are you in a long term relationship? Do you know what will happen if you or your partner have a medical emergency? In 2021, it is much more common for couples to cohabitate together for long periods of time prior to getting married, if they even decide to take the next big step. While the […]

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Green Burials

These days, we hear much about “going green”, leaving an “environmental footprint”, “climate change”, etc.  We are all responsible to do our part to preserve and protect our environment while we are alive.  But, what about after we die?  Can you still do your part? Hmmmmm. Think about how much wood is used to make […]

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Income Tax Filing For Seniors and Retirees

If you are a senior or a retiree, do you know that you can file your income taxes for free using Free File online, including the ability to use direct deposit for refunds?  This is available from various tax software companies, free of charge, and is accessible through the IRS website – irs.gov.    Using […]

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Important Tax Tips You Need To Remember

We received a little gift in that the deadline for our 2020 income tax returns was extended until May 17, 2021. While that extension may have allowed us to breathe a sigh of relief, one should not delay preparing and filing their returns. The extra month will come and go before we know it. If […]

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Income Tax Filing Deadline for 2020 Taxes

The IRS has announced that the filing deadline for individuals – Form 1040 – has been extended until May 17, 2021.  More information will be forthcoming, but if you were beginning to panic, you can now relax.  “This continues to be a tough time for many people, and the IRS wants to continue to do […]

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Long-Term Care Insurance

The cost of care in a nursing facility continues to rise.  The cost of the same is dependent upon the location, the level of care provided and the needs of the resident.  I have seen monthly care statements in excess of $10,000.  So, if you should need this type of care, will you be able […]

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