Managing Caregivers Stress
With more and more seniors aging in place, the rise in caregivers who are not health professionals has begun to increase as well.
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Your 2021 New Year’s (Financial) Resolutions
A resolution for every month to help you work towards financial independence.
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Washington Long-Term Care Changes
According to the National Council on Aging, someone turning age 65 today has almost a 70 percent chance of needing long-term care services during their lifetime.
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Tax Identity Theft Awareness – Protecting Yourself from Tax Identity Theft
Tax identity theft is when someone steals your Social Security Number, files a tax return with your number, and directs a refund to their own bank account. In other cases, this type of identity theft may involve a scam artist calling on the phone, pretending to be a rep from the Internal Revenue Service (IRS), and demanding payment over the phone. To protect yourself, keep these tips in mind.
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The Importance of Financial Wellness
Financial wellness refers to having a happy, healthy, and relatively stress-free relationship with your finances. Typically, people who have financial wellness have the following four elements in place:
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What Should California Residents Know About Proposition 19?
On Election Day 2020, California voters narrowly approved Proposition 19, a constitutional amendment designed to change the way that tax assessments can be transferred.
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New Year’s Resolutions to Get Your Finances in Order
When you're thinking about finances, you always need to consider two sides of the equation — spending and earning.
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End of Year (EOY) Deadlines Checklist
2020 has been one of the most unprecedented years in recent history, but some things—like tax contributions and retirement deadlines—don't change much, if at all. And with the uncertainty surrounding just about everything, meeting these deadlines and getting tax efficiencies in place now may help the rest of the year run more smoothly. Read on for several things you'll want to accomplish before 2020 draws to a close.
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Appropriate Checklists for Year-End Tax Planning
Make your early January mortgage payment in December so that you can deduct the accrued interest for the current year that is paid in the current year.
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Who to Ask When You Need to Help With a Business Plan?
A business plan is critical when you're getting ready to launch a business.
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