Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad as You Approach Retirement

Caring for Your Aging Dad should be planned before it becomes an emergency. Talk with your father and find out what is important to him. Let him know that an estate plan will help the people he loves as well as protect him.

What Do I Need to ‘Age in Place’?

What Do I Need to ‘Age in Place’

Home modification is the official term (from the Americans with Disabilities Act) for renovations and remodels aimed for use by the elderly or the impaired. It means physically changing your home, removing potential hazards, and making it more accessible to continue living in it independently. Bankrate’s recent article entitled “The best home modifications for aging […]

What are the New IRA Distribution Rules?

What are the New IRA Distribution Rules?

The Internal Revenue Service (IRS) recently issued much anticipated proposed regulations that clarify and revise some of the required minimum distribution (RMD) rules for qualified plans (i.e., 401ks, 403bs, etc.) and individual retirement accounts (IRAs).

Am I Getting All the Social Security Benefits I Can?

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…

Does Anyone Know Where Your Money Is?

Does anyone know where your money is

Even those who have saved and invested well may not be sharing their financial information with a spouse or loved one. It’s time to do that now.