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Families with Children & Teens Need Mental Health Check-ups
There is a significant mental health problem among our youngest citizens. Here’s how you can make a difference. #CureStigma #MentalHealth #Youth Mental health has become…
- Aging Relatives |
- Health Insurance |
- Insurance |
- Life Insurance |
- LifeArc |
- LifeKeeping |
- LifePace |
- Long-Term Care Insurance |
- Medicaid |
- Medicare |
- Supplemental Insurance |
When Was the Last Time You Reviewed All Your Insurance Policies?
In June, “Insurance Awareness Day” is set aside as a day to review one’s insurance policies. When reviewing your files, consider any changes that may…
April is Financial Literacy Month
What does it mean to be financially literate? Our new article shares the 5 basic areas of financial knowledge needed for today’s complex society. #FinancialLiteracy…
- Financial Organization |
- LifeArc |
- LifeKeeping |
- LifePace |
- Taxes |
Getting Organized for the Tax Season
Does thinking of April 15th put you or your clients in a state of panic? Many accountants send out Tax Organizer booklets in January, but…
- LifeArc |
- LifeKeeping |
- LifePace |
Are You a Financial Hoarder?
You may wonder what a “financial hoarder” is. With all the media attention given to hoarders of physical objects, there’s been little focus on people…
Medicare Observation Status: Were You Admitted or Not?
George was having more and more pain in his belly. He called his doctor, who, upon hearing about the severity of his pain, told him…
The Importance of Ice Cream at Breakfast
March 22nd is “As Young As You Feel Day” As a workday begins and thousands of people rush to prepare themselves for work and school;…
‘Tis the Season….to Work on Your Taxes
The holidays are over, and instead of greeting cards filling your mailbox, W-2s, K-1s, and 1099s are arriving. These signal the beginning of tax season…
