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A Client Story for Holiday Sharing
Bernice sent out holiday cards every year, and they were a big deal: she had a photo of herself in holiday garb and wrote a poem full of wit to…
National Pop Goes the Weasel Day
Pop Goes the Weasel … and Budgeting? June 14 observes National Pop Goes the Weasel Day. All around the Mulberry bush The monkey chased the weasel The monkey thought ‘twas…
- LifeArc |
- LifeKeeping |
- LifePace |
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 a hot button issue. Addressing…
- 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 have come about in your…
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 #PersonalFinance Financial literacy is composed of…
- 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 not all clients use them.…
- LifeArc |
- LifeKeeping |
- LifePace |
Are You a Financial Hoarder?
You may wonder what a “Financial Hoarder” is. With all of the media attention that has been given to the hoarding of physical objects, there has been little focus on…
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 to go to the emergency…
