Financial Planning

The scam is old, but it continues to trap new victims. The fraudsters, engaged in what officials call the “grandparent scam,” target older adults by calling and pretending to be…

Last year most everything was different, including the deadline for filing federal tax returns, which was extended to July 15.  This year, the filing deadline, known as Tax Day, returns…

This year the IRS tax filing deadline was moved to July 15 and IRA required minimum distributions (RMDs) were suspended. That’s what a hundred-year pandemic can do, and while we…

Over the years many of us enjoyed an all-inclusive vacation in Mexico, the Caribbean or other resort destinations. The all-inclusive “package” comes with most everything you need or want at…

People have had to change outings, vacations, even wedding plans because of COVID-19, but what about your plans for retirement living? An industry expert on continuing care retirement communities, also…

With holiday and end-of-year celebrations you might have missed the tax news out of Washington in late December. President Donald Trump signed the SECURE Act that made changes to how…

We all use calculators for simple tasks, such as balancing a checkbook or figuring out a restaurant tip.  But wouldn’t it be great to have a tool to help answer…

You’ve made the decision to move to a continuing care retirement community, a “CCRC,” but with 2,000 life plan communities in the United States how do you find one that…

We start the new year with resolutions and goals, an updated bucket list, travel plans and a list of books to read and movies to see. But as January flows…