Financial Planning

Tax Scams and CCRC Deduction

Published: January 21, 2022 Tax Day in 2022 is April 18, the day after Easter, but not much else has changed since last year’s federal tax filing. Two related tax…

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Tipping & Year-End Giving

Published: December 15, 2021   In the old days, i.e. pre-COVID, the rules were pretty simple. We basically tipped our food servers and hairdressers and gave a holiday gift like…

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Medicare Annual Enrollment is Now

Published: November 3, 2021 If you’re a certain age, 65 or older – and that’s estimated to be 55 million Americans – no doubt your mailbox these days is filled…

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Logo on Building - Fitch Ratings

Fitch Assigns A+ Rating to Kendal at Oberlin

Kendal at Oberlin earns A+ rating from Fitch

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Stay Up-to-Date on Scams

Published: August 2, 2021 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…

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The ABCs of RMDs

Published: July 9, 2021 When we were younger many of us tried to sock as much money as we could into 401(k)s and other traditional retirement savings accounts so we’d…

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Filing for 2020 Federal IncomeTax: What is New?

Published: January 21, 2021 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…

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Your Generosity May Reduce Your Taxes

Published: November 24, 2020 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…

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What is Lifecare?

Published: July 10, 2020 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…

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