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...
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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...
June 13, 2013
IRA
IRA
Decisions About Inheriting an IRA account
Question: "My husband died earlier this year and had a large amount of money in his Individual Retirement Account (IRA)....