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Financial Planning

January 13, 2021
Financial Planning, Investment Advisory Services

New Regulation Issued to Prevent Exploitation of Senior Investors

Recently, the Financial Industry Regulatory Authority (FINRA) issued a new regulation to protect senior investors from unscrupulous financial advisors and brokers....

By: Shana Siegel
Member of the ElderCare Matters Alliance
April 1, 2020
Coronavirus, Elder Law, Financial Planning

Required Minimum Distribution Rules Waived for 2020

The CARES Act ( the “Act”) waives the required minimum distribution rules for certain defined contribution plans and IRAs for...

By: Stephen J. Silverberg, Esq.
Member of the ElderCare Matters Alliance
September 6, 2019
Financial Planning, Retirement Planning

After Death, A Final Retirement Account Distribution Must Be Made

Federal law requires that beginning on April 1 of the year after you reach age 70 1/2, you must begin...

By: Stephen J. Silverberg, Esq.
Member of the ElderCare Matters Alliance
December 10, 2018
Financial Planning

The 5 Phases of Effective Retirement Planning

Without question, the core strategy to succeed in having enough for retirement is living well within your means. Keep in...

By: Marie Corliss
Member of the ElderCare Matters Alliance
December 5, 2018
Elder Law, Estate Planning, Financial Planning, Medicaid

LEGAL TOOLS THAT ARE AVAILABLE TO HELP YOU PLAN FOR A BETTER FUTURE

“Will you still need me, will you still feed me, when I’m sixty four?” When Paul McCartney penned those lines...

By: Kimberly Hegwood
Member of the ElderCare Matters Alliance
December 30, 2015
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...

By: Phil Sanders
Member of the ElderCare Matters Alliance
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