The following alert is republished from an IRS webpage that can be found here. Taxpayers need to watch out for identity theft especially around tax time. The IRS continues to aggressively pursue the criminals that file fraudulent returns using someone else’s Social Security number. Though the agency is making progress… Continue Reading..
In addition to my business as a Financial Concierge, I volunteer at SilverSource (formerly Senior Services of Stamford). SilverSource is a senior provider network that has been operating for over 100 years, financially assisting older Americans who are in emergency situations. Typical things they may pay for include: Heating or… Continue Reading..
In my book, How To Be Smart, Successful, And Organized With Your Money, I devote an entire chapter to credit. I spent so much time on it because credit is such an important part of our lives; everything from getting a mortgage (or even getting approved for a lease), to… Continue Reading..
Being a bookkeeper is easy: add this, subtract that, and divide by twelve for the monthly number. It’s like working the front desk at a hotel. But what if you arrive at the hotel with bags under your eyes and a pounding headache (like the total hot mess that you… Continue Reading..
I try to be as comprehensive as possible with my posts, but the fact of the matter is that I often find out more on a topic after I’ve written about it. Tax fraud, in particular, is a vast and sprawling criminal industry in which innovators are constantly perfecting their… Continue Reading..
In a cloak-and-dagger caper reaching from Eastern Europe to the Virginia suburbs of Washington, DC, the nation and the world witnessed the most highly publicized case of phishing ever to come to light. It was during last year’s presidential campaign when 10 years of emails from Hillary Clinton’s campaign chairman,… Continue Reading..
New Tax Alert: In an effort to combat the growing problem of tax fraud, the IRS has updated its rules for payroll tax filing. Instead of February 28, W2s and 1099s needed to be filed by January 31, 2017. If you have not already done so, drop everything and see… Continue Reading..
Each new day, as the sun begins its journey from Chesapeake Bay to the Golden Gate, stories are taking shape across our great country. The challenges we face are at once unique and universal: Protecting the people we love by providing stability and a sound legacy. In my book, How To Be… Continue Reading..
My journey to becoming a Financial Concierge and Certified Money Coach started when I learned how to balance a checkbook at my parents’ clothing store. But there is another side to my profession, and that is helping people. Twenty years ago, our greatest challenge during Tax Time was to gather… Continue Reading..
We’re all grateful for the periods in our lives when our loved ones are happy and healthy, but nothing lasts forever. Sooner or later we will be faced with family members and friends who are beginning their journey to the end of life, just as we eventually will. This past… Continue Reading..