The biggest tax reform in twenty years was passed on Dec 22, 2017 known as the Tax Cuts and Jobs Act (TCJA). It makes fundamental changes in the way families and businesses calculate their federal income tax bills, and most individual provisions stay in effect from 2018 through 2025. Learn more…
Many of us find that a good portion of mail includes appeals from charities for financial help—whether it be to find a cure for a serious illness, help people who just need a hot meal, or to support our service men and women. All of these causes are important, but it can sometimes be difficult to determine legitimate charitable organizations from scams. Learn more about some common scams that you can easily avoid.
If you become unable to manage your assets due to health reasons, you can voluntarily resign or be removed as trustee by a doctor’s note. Who can you lean on to help you?
Fixed income budgeting is an important practice for many seniors. Budgeting for retirees means being creative in finding ways to cut down and still enjoy plenty of fun.
Keep your wits about you to spot phone scams targeting seniors. Avoiding phone scams is easier when you know about them, so read our latest blog post to educate yourself.