Latest Articles

Be Sure to Include Your Pets in Your Estate Plan!

Dec 27, 2022

Estate planning is something we do for the ones we love. Too often, however, people neglect their fu...

Taking Over Your Parents’ Finances

Dec 15, 2022

Your parents were probably your first teachers about money. They may have helped you open your first...

Don’t Make Long-term Care A Burden On Your Family

Dec 06, 2022

While only 4% of Americans over 65 live in a nursing home at any given time, the reality is that 70%...

Inherited IRA Distributions Beneficiary Requirements

Nov 22, 2022

Individual retirement accounts, or IRAs, are a tax-advantaged way to save for retirement. If you hav...

Year-End Tax Planning for 2022

Nov 11, 2022

As of this writing, we are only about six weeks away from the end of 2022. If you have a lot to do b...

Cost of Living Adjustment Numbers for 2023

Nov 10, 2022

The Internal Revenue Service recently announced the 2023 inflation adjustments for dozens of tax pro...

Talking With Your Elderly Parents About Financial Scams

Oct 26, 2022

Older people have a number of traits that make them both appealing, and vulnerable, to scammers. The...

“Newman’s Own” Estate Plan Problems

Oct 24, 2022

Last month, we discussed the problems created by Anne Heche not having an estate plan in place bef...

Medicare Open Enrollment Checklist For 2023

Oct 20, 2022

Autumn isn’t usually thought of as a time for new beginnings, but every fall, Medicare plan enroll...

What You Need to Know About Real ID

Sep 28, 2022

Do you know what REAL ID is, and whether you need to get one? The REAL ID card has been in the works...