Helping Seniors Prep for Tax Season

As a daily money manager, January and February are dedicated to gathering and organizing tax documents for my clients. So if you're helping a senior in your life prep for tax season, here's what you need to know. Watch the Mail During January and February, important tax-related documents will arrive in the mail. While you may be able to set mail aside to deal with later during most of the year, the first two months of the year, you…

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How to Replace Vital Documents

Maybe you’ve not always been very organized. Maybe documents got lost in a move or fire. Whatever the reason, if you find yourself needing to replace vital documents such as a birth certificate or passport, don’t despair! It can be done. Social Security Card Often, providing your social security number is sufficient, but there are times when you may still have to show the actual card. When starting a new job, registering for college classes, or applying for Medicaid,…

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