While Medicare sends out the annual booklet on Medicare coverage, an app for your phone is now available. The app is called “Medicare.gov.”
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Time for Income Tax Returns
By Linda Richter on January 15, 2019 in News
We are gearing up for our client’s income tax returns. Our first step was to provide the 2018 deductions to our client’s CPAs while the financial advisers are providing the estimated capital gains and losses for 2018. With this information, several of our clients are paying revised January 15th estimated tax payments.
American Association of Daily Money Managers Conference
By Linda Richter on November 20, 2018 in News
I attended the national conference of the American Association of Daily Money Managers (AADMM) in St Louis. There were folks from practically every state. While there were presentations how the business of the Money Manager, there were informative presentations on “Dementia’s Effect on Financial Capacity”, “Ethics Decision Making”, “When Client’s Employ Caregivers, and the most […]