Tag Archives | insurance

Yay Boo

10 Money Tips You Shouldn’t Ignore | Credit.com Blog

I recently wrote this article for Credit.com, the 10 Money Tips You Shouldn’t Ignore.  Check out the link below. Some highlights- Beware of shiny objects Watch your waste and Don’t Deprive Yourself   I was surprised to see ABC News online and Yahoo Finance picked up the article too. And a clarification of tip #9 […]

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Obamacare is coming- are you ready?

Will you be buying next year’s health insurance on the new exchanges?  Starting Tuesday October 1, individuals can enroll online at www.healthcare.gov for coverage effective January 1, 2014.  Small businesses can enroll beginning October 1 as well, but can’t do it online until November 1 due to a delay on that end.  The deadline for […]

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Making the Most of the Mileage Deduction

One of the most stressful parts of tax filings is gathering the information.   Looking for cancelled checks to prove charitable deductions or finding tax receipts and interest statements is one thing, but gathering proof of transportation or home office expenses when your record keeping has been lax can be excruciating.   Managing tax record keeping as […]

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Surviving the Medicare Part D Maze

It’s open enrollment season for many folks, the time of year to make any changes to employee benefits. But open enrollment isn’t just for employees. It’s also the season for seniors to adjust Medicare options. One of the most complicated set of options to consider is prescription drug coverage. There are two ways for beneficiaries […]

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Part 2A & B of Form ADV: Firm Brochure