Can Estate Planning Reduce Taxes?

Once more hesitant to plan ahead, clients in today’s environment are much more proactive and willing to take action in the near term, rather than waiting and risking having to pay higher taxes down the line.
Can I Avoid the Economic Dangers of Caregiving?

If caregiving looms in your future — and it likely does if you’re a daughter, an only child or the one (if you are, you know what I mean) — take time now to protect your financial life.
Assisted Living Providers Face More Pandemic-Related Scrutiny from OSHA

Assisted living communities and other healthcare settings cited for previous COVID-19 safety violations are facing additional pandemic-related scrutiny from the federal government.
What are the Biggest Retirement Costs Often Overlooked?

Does your retirement budget account for all of these costs?
Can You Get a Tax Deduction for Giving a Gift?

In terms of federal tax law changes, the last year had much ado but little change.
Am I Getting All the Social Security Benefits I Can?

Money Talks News’ recent article entitled “7 Social Security Benefits You May Be Overlooking” says that the Social Security Administration provides payments to spouses, children and those with disabilities, among others. Let’s look at this in detail. Spousal benefits via a husband or wife. Spouses can get up to half of their husband’s or wife’s…
Social Security Retirement Age Changing for Boomers and Beyond

While you can start Social Security payments at age 62, your monthly checks are reduced if you begin collecting benefits at this age. To claim your full benefit, you need to sign up for Social Security at your full retirement age, which varies by birth year.
Expensive Health Problems Often Diagnosed after 50

As we age, health issues often creep up that threaten to tarnish our golden years. Treating some of these diseases and conditions can be expensive.
What’s Elder Law and Do I Need It?

Why Elder Law Is Necessary? In two words: baby boomers.
When Do I Need to Review My Will?

Whether you drew up a will recently or years ago, keep in mind it’s generally not something you can set and forget.