Daily Administrative Solutions

Did you opt-out of taking the Required Minimum Distribution this year? If so, this is a friendly reminder to mark your calendar to contact your investment advisor in 2021 to reset your distributions. When you make a change to your distributions, the automatic pay-out that you may have established will not kick back in unless you initiate it. If you don’t take action, you may find yourself penalized in the form of a 50% tax on the amount not withdrawn in 2021. . . . #dailymoneymanager #financialconcierge #managingfinances #personalfinance #savemoneytips #money #dailyadministrativesolutions #financialcoach #rmd #irstips #peaceofmind

When was the last time you reviewed your wills, life insurance and estate related matters? I strongly suggest that you do so at any major life event, such as marriage, divorce and major health events. A good practice would be for you to review these items annually on your own, then if you find that anything has changed its time to talk to your lawyer or financial professional.

According to Alz.org, more than 5 million Americans have Alzheimer's and the numbers continue to grow. I have found this chart to be helpful and I'd love know if you agree. https://images.app.goo.gl/TBFdJExDuz2Pt9mv7

Please be vigilant. Every week we are learning about new ways that scammers are using the COVID-19 Pandemic to take advantage of unsuspecting persons. They can come in the form of robocalls, text messages, or emails offering free face masks or COVID-19 testing. I found this website to have helpful information : medicare.gov/fraud . . #takecontrol #peaceofmind... #aginglifecare #financialcoach #scams #scamalert #scamawareness #moneysaver #moneytips #medicare #medicarescams See more

Community Medicaid Alert: The thirty (30) month look back period originally scheduled to begin October 1, 2020 has been postponed to January 1, 2021. You can learn more about the new look back period by joining a webinar delivered by Genser Cona Elder Law on Thursday, July 23rd from 8:30-9:15AM. Register at https://register.gotowebinar.com/regist/3400563373175593740 . .... . #aginggracefully #aginginplace #wepayyourbills #takecontrol #peaceofmind #aginglifecare #financialcoach See more