Maximizing Year-End Tax Benefits: Gift and Estate Tax Strategies for 2024
As we approach the end of 2024, many individuals, especially those involved in elder care planning, are focused on maximizing...
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August 29, 2024
Elder Care Matters, Estate Planning, Financial Affairs, Fraud Education, Senior Care, Senior Living Referral & Placement Services
Elder Care Matters, Estate Planning, Financial Affairs, Fraud Education, Senior Care, Senior Living Referral & Placement Services
Avoiding Scams: Protecting Seniors from Fraud
Avoiding Scams: Protecting Seniors from Fraud As our loved ones age, protecting them from scams and financial exploitation becomes increasingly...
August 30, 2016
IRA
IRA
IRS Now Allows IRA Distribution Deferrals
: Required minimum distributions from retirement accounts such as IRAs and 401Ks have been problematic for many seniors who do not...
December 30, 2015
Financial Affairs, Financial Planning
Financial Affairs, Financial Planning
6 Tips to Help People Pay Off Credit Card Debt
The average credit card balance for an American household as of August of this year was $7,529, which is an...
December 9, 2014
IRA, Trust Beneficiaries
IRA, Trust Beneficiaries
Should You Name a Trust as Beneficiary of Your IRA?
Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...
October 29, 2014
Financial Management
Financial Management
5 Tips to Help You Manage Your Family Finances
Question: Help - we need to get on the right financial path before it is too late! My husband and I are...