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Overview The Corporate Transparency Act (CTA) filing requirements have been reinstated and most filings will now be due January 13, 2025 instead of the December 31,…

Most workers approaching their retirement years haven’t saved enough money to retire full time at age 65 and continue their current level of spending. Let that…

There’s a Stealth Tax retirees and near-retirees often don’t know about until they inadvertently trigger it, costing them a lot of taxes that often could have…

The Older Americans Act, the umbrella federal law that includes programs such as Meals on Wheels, senior transportation, information services, adult day, and caregiver support was…

Helping aging parents can be a difficult journey as they age. Some elders are relatively simple, though always work, while other families experience a minefield with…

The ability to switch Medicare plans isn’t as available as many beneficiaries are told or believe, and the Centers for Medicare and Medicaid Services wants beneficiaries…

Mortgage rates climbed this week, sending overall demand lower as more Americans balked at refinancing. Freddie Mac’s latest Primary Mortgage Market Survey, released Thursday, showed that…

The gift-giving season is upon us, and if you’re like many, you’ll be looking for a last-minute gift that isn’t the same-old, same-old. This year, why…

Two student loan repayment plans have been reopened for enrollment by the Department of Education (DOE) following a federal court injunction against the Biden administration’s Saving…

The Federal Reserve just cut interest rates one more time this year. In their recent meeting, the Fed decided to cut rates by a quarter of…