Naming a trust as a beneficiary of your retirement plan can be a good idea in some circumstances, but it can be dangerous if you have potential...
General Interest
IRS Announces That Face Masks and Related Purchases Are Tax Deductible
Face masks and related purchases are tax deductible. The IRS has announced that the tax deduction for medical expenses includes amounts spent on...
How the $1.9 Trillion COVID Relief Bill Provides Senior Assistance
The $1.9 trillion American Rescue Plan Act (ARPA) delivers a broad swath of relief, covering families, employers, health care, education, and...
Ability to Withdraw Money Early from Retirement Plan Without Penalty Expires at the End of the Year
If you are experiencing financial hardship due to the coronavirus pandemic, you may want to consider withdrawing money from your retirement account...
Budgeting: The Five Uses of Money with Scott Goldsmith
Once an individual is approved for Medicaid benefits, he or she will receive such benefits subject to the payment of his or her liability. The...
Yes, You Can Receive Unemployment and Social Security at the Same Time
The COVID-19 pandemic has sent unemployment to its highest levels since the Great Depression, and older workers have been particularly hard hit,...
Where’s My Coronavirus Relief Payment? Well, It Depends.
The centerpiece of the $2 trillion Coronavirus Aid, Relief, and Economic Security (CARES) Act, signed into law March 27, 2020, is its one-time...
How to Use Zoom Cloud Meetings
UPDATE: Beginning April 6, 2020, all Zoom cloud meetings will require a password. You will find the password in our confirmation email to you. ...
Take Away the Keys: Then What?
As your parents age it can become more and more apparent that one or both have lost a lot of mental capacity and reaction time. Yet they are still...
Plans for the New Year
Another year has flown by. Here's hoping that it was a fulfilling one for you and that 2016 brings good health and happy times for all. It's also...