Solo Agers: Overcoming the Challenges
By choice or by circumstance, there is a new breed of older people in this country. They are referred to “solo agers” and there are approximately 13 million older adults in the United States.
Common Tax Return Mistakes That Can Cost You
It is that time of year again, when taxpayers must file their personal income tax returns. The IRS has compiled a list of the top nine common mistakes as reported on their government website.
Driving with Dementia: When to Stop!
Dementia can significantly impair cognitive abilities, including memory, judgment, and reaction time, which are crucial for safe driving. As dementia progresses, driving becomes increasingly unsafe. This is such a difficult situation and a common one for many who have loved ones with dementia.
Pooled Income Trusts: A Home Care Remedy
A Pooled Income Trust in New York can mean the difference between being able to stay at home or being forced into a nursing home for long term care.
Your “Get Smart” Plan for 2025
Plan for the unexpected with a smart estate plan. Ensure a comfortable retirement and peace of mind with proper planning.
Maximize Year-End Giving with Charitable Donations
What’s better than helping your favorite charity and reducing your tax bill? That’s exactly what charitable giving does—but only if you play by the rules and take advantage of the tax laws wisely.
The Hidden VA Benefit for Elderly Veterans
The Aid and Attendance program is a hidden benefit for elderly veterans in which elderly Veterans who qualify can receive a monthly stipend to help them with their long-term care needs.
Navigating Medicare Open Enrollment (2024)
Navigating the complexities of Medicare can be daunting, and Seniors are confronted with making decisions regarding their health care coverage during the current Medicare Open Enrollment period. Before we get into the enrollment period, lets get a high-level explanation of Medicare coverage.
Advice on Wills: Should Each Child Get the Same Inheritance?
Exploring the complexities of inheritance: Discover when dividing assets equally among children is the right choice and when it isn't.
You Don’t Have to be Famous to “NOT” Have a Will!
Only 32% of Americans have a Will but yet 64% of Americans say having a Will is important. Lacking a Last Will and Testament is a grappling oversight that can complicate life's already complex act—dying. It doesn't matter if you're a household name or not; there are many reasons why you should consider having a Will.