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Budget and Taxes

This last month I’ve been gathering paperwork, talking to accountants, and preparing for our tax appointment. Mom has no real deductions besides tithing. It’s not pretty. The tax man is not nice to mom.

I got Kristys 1099 filed just in the nick of time. She owns her company and files quarterly. It’s moms biggest expense, but she’s so worth it.

Before Kristy, moms declining, paranoias and skin picking were extreme. Now that she has companionship, entertainment, a way to get out of the house daily, friendship at the senior center, and just that one on one time with someone that I cannot give at this point of my life. Mom is thriving. Both mom and I could not function without Kristy.

Here’s moms budget broken down….

Budget Caregiver Expenses Alzheimers

Spelled out…..

Kristy (caretaker at 20 hours a week) $1660

Room and board (includes utilities, transportation and groceries) $1150

Tithing $220

Verizon (gizmo tracker) $25

Amazon supplies $70

Globe Life Insurance $37

U-Haul storage $57

Cash for eating out, clothing, haircuts and entertainment with Kristy $300

Savings Account $1000 (for medical expenses, prescriptions, doctors and future care, Vacations, AND taxes due)

Total Income social security $2301 + Utah State $2235

Total expenses $4519

Difference $17

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