Posted by The squirrels are busy gathering. October is a time to plan for the changing seasons, a time of harvesting, storing and planning ahead of winter. In the financial world, it is also a time to plan as we look at the prior 9 months. It’s good time to review your spending, set next year’s budget.…Read more »
Posted by My husband answered his cell. The message said “Your Social Security number has been compromised. There is fraudulent activity on it. We are suspending your account. You must call this number right away before we start proceedings against you!” A few minutes later I would get the same call. Seniors are especially vulnerable to these…Read more »
Posted by Ever go shopping for a card for someone special? It can be so hard to find just the right message. Then you see it: the perfect card! My mother-in-law used to get out the same card each year for my father-in-law’s birthday. She would mark through the date and write the next date on it. …Read more »
Posted by As bad weather approaches do you know where your important papers are? Do you know what papers you need in an emergency? What else do you need? Some helpful tips: Keep some cash on hand for food and gas when banks are closed and the atm may not work Use a small fireproof safe for…Read more »
Posted by How many times have you been reminded of this when you are working with a challenging person who wants more accommodation? Or you are the customer not being given good service. Many moons ago I was a long distance telephone operator. People never saw me, they only heard the tone of my voice. I…Read more »
Posted by No, not the kind in the movies. A colleague told me there is a principal that when a person can not get a job done, having another person around can help provide needed motivation. The principal is referred to as the Body Double. Mom’s naturally do this when they sit with their children and…Read more »
Posted by Are you ready for fall? Back to school? Back to work? Upcoming deadlines? October 15th is the deadline for filing USA IRS taxes to avoid penalties and late fees. That does not mean you should wait until that very last day. It takes time to gather the paperwork to be ready for your CPA or tax…Read more »
