Four changes are taking effect for Social Security in 2020. Knowing the facts about those changes...
Category - Previous Posts
Protecting Inheritance from the Taxman
Received an inheritance of cash, investments, or property? Here are four ways that can help you...
Can You Afford a $450 Loss Every Month with Your Social Security?
Social Security can be a confusing topic but considering that 88% of workers expect to depend on...
Don’t Forget to Update Your Estate Plan
Are you the type of person who signs their will, sticks it in a drawer and never looks at it again...
What Should I Know, If I Need to Take an Elderly Person to the Doctor?
Restrictions for visitors, including caregivers, have eased since the spring and exceptions are...
Does My Business Need a Succession Plan?
As a small business owner, you should be thinking about your succession plan. A succession plan—or...
How Is the Inheritance Tax on My Estate Paid?
Most of my money is in investments, and most of my beneficiaries will face the inheritance tax when...
Do Seniors with Dementia Show Signs of Financial ‘Symptoms’ Years before a Diagnosis?
A new study led by researchers at the Johns Hopkins Bloomberg School of Public Health and the...
What Unusual COVID Symptoms are Seen in Seniors?
Largely asymptomatic seniors may experience a symptom not commonly associated with the coronavirus.
Estate Planning Lessons from Celebrities for ‘Regular’ People
The tragic recent death of Tony Hsieh, the 46-year-old former CEO of Zappos, reminds us of the...