How to Get Assistance from Social Security

May 2, 2025
I plan to apply for my Social Security retirement benefits later this year. Where should I seek assistance?...

How to Save on Auto Insurance

April 25, 2025
Can you offer any tips to help seniors save on their auto insurance?...

Where Solo Agers Can Find Help

April 18, 2025
I have been giving more thought to how to plan for the years ahead. As someone who may not have immediate family to rely on...

Prepare for Summer Wildfires and Hurricanes

May 2, 2025
The Internal Revenue Service (IRS) reminds taxpayers that May is National Wildfire Awareness Month and the week of May 4th to the 10th is National Hurricane Preparedness Week. The National Oceanic and Atmospheric Administration (NOAA)...

Benefit in 2025 With an IRA Charitable Rollover

April 25, 2025
Each year, traditional IRA owners aged 73 and older must take a required minimum distribution (RMD). In nearly all cases, the RMD is calculated using the Uniform Lifetime Table...

Late Filer Penalty Relief

April 18, 2025
On April 16, 2025, the Internal Revenue Service (IRS) explained the penalty relief options for taxpayers who missed the filing deadline. The IRS encourages taxpayers to file and pay taxes if they are able to...

Loans and Sales to Children

May 9, 2025
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs...

Gifts with Life Income

May 2, 2025
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...

Gifts of Homes

April 25, 2025
Most families purchase their largest personal residence in their mid-forties. Families with children often need the additional space...