Browsing: Retirement

Year-end is a time for holiday cheer, introspection, and Wall Street strategist predictions for the market. As I try to emphasize to my clients, these analyst…

As the end of the year approaches, you should be asking yourself what tax strategies you might be missing out on. Depending on your situation, there…

It’s no secret that many people today are living longer compared to previous generations, extending their retirement years well into their mid-80s and 90s. That means…

Ask family caregivers what sort of government support they want and their answer is clear: They want upfront cash. Not bigger future Social Security benefits. Not…

It’s always a good idea to revisit your retirement plans to see how you can make changes that can help you be more financially secure, healthy,…

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…