A Day in the Life of Dementia

There is a Statute of Limitations on IRS Refunds

There is a Statute of Limitations on IRS Refunds

It physically pains me to find someone, through oversight or because of overwhelming life events, failed to do what was needed to get the refund to which they were entitled to receive from the IRS. I just learned this when a client was told by the IRS that the 2014 and 2015 returns she eventually […]

Simplify your Finances – Healthy Habit 30

Simplify your Finances – Healthy Habit 30

The final and one of my all-time favorite habits — and what I made a career out of — is simplifying finances. It is easy to get a new credit card, and often even to open up a new bank account. As our priorities change and our income grows, we often forget or fail to […]

Document your Medical History and Extended Family Histories – Healthy Aging Habit 29

Document your Medical History and Extended Family Histories – Healthy Aging Habit 29

Write down your medical history and records what you know about your extended family. It may be useful for you and your loved ones.

Add Home Maintenance Milestones to your Personal Calendar – Healthy Habit 28

Add Home Maintenance Milestones to your Personal Calendar – Healthy Habit 28

There is no reason to keep your home maintenance to-do list in your head! Just add it to your personal calendar.

Sort your Postal Mail Daily PLUS …  Healthy Habit 27

Sort your Postal Mail Daily PLUS … Healthy Habit 27

I am the WORST offender of the first part of this habit. Sorting mail daily for clients has made me akin to the cobblers children with no shoes. I usually let it pile up and go through the pile weekly. It’s annoying to friends and family that have sent mail because I typically prioritize the […]

Visit Missing Money – Healthy Aging Habit 26

Visit Missing Money – Healthy Aging Habit 26

58 Billion is sitting with State and Federal Treasurers and it’s growing EVERY YEAR.

Make color copies of your important personal documents and include a directory of their location – Healthy Aging Action 25

Make color copies of your important personal documents and include a directory of their location – Healthy Aging Action 25

It’s worth ordering copies of your important papers for $10 or $15 if you can’t find them.