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Category Archives: Uncategorized

May 20th form

If you’d like to attend the May 20th Workshop being held at 1219 Millennium Parkway, Brandon, FL 33511 from 10 a.m. to noon, or you would like to be notified of upcoming events, please fill out the form below  


The Holidays and Your Diet

The holidays can be especially hard on your diet regardless of whether you are old or young.  My stepdaughter suffers from Celiac disease and so, when she comes for dinner, we make sure to do a gluten free menu.  Really, eating gluten free is not that hard especially in this day and age when the grocery stores make it so easy to find gluten
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When Do I Need Life Insurance?

Clients quite often are not sure when or whether they need life insurance. My advice is always – if you have a house with a mortgage, or other big ticket items, and a spouse or significant other, and/or minor children, it’s a good idea to purchase life insurance to help pay off those big ticket items if you were to die. It’s a good
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Honoring our nation’s WWII Veterans

My grandfather served in World War II and was very proud of the service he gave to our country. Not only was my grandfather a veteran, but as is my father.   Although I never had the opportunity to serve our country, I have the distinct honor of serving the veterans who fought and died for our freedoms by acting as a guardian for
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Top 10 things you need to know about Florida Nursing Home Medicaid

Top 10 things you need to know about Florida Nursing Home Medicaid: Your homestead is protected from creditors.  Creditors include the nursing home and Medicaid liens (not so in other states, like Ohio, that force you to sell your house if you or your dependent do not lived in it for at least 6 months, in which case, it must be sold and the proceeds of
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What does the “fiscal cliff” legislation mean to you? Continued.

“Fiscal Cliff” legislation – what does it mean to you? Last month, I discussed the tax rate changes and the estate tax exemptions under the American Taxpayer Relief Act of 2012.  You should also be aware that the payroll tax holiday will not be extended meaning that the payroll tax rates will be going back up to pre-2011 levels of 6.2% (yes, that means
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Are you a senior citizen needing tax return help?

Do You Need Tax Return Help? Are you a senior citizen needing tax return help? Learn about the IRS Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. VITA Program: If you make $51,000 or less, IRS-certified volunteers can inform you about tax credits for which you may qualify, and prepare a basic tax return with electronic filing. TCE Program:
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Paying your parent’s bills and need help from siblings?

Paying your parent’s bills and need help from siblings? “4 Great New Tools to Manage Your Money” discusses a new company called “PayTap” that will allow you to work with family members to pool the money to help pay Mom and Dad’s bills. I have quite a few clients whose children live out of town or out of state, and it is hard for
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