The Centers for Disease Control and Prevention found in 2015 that 53 million adults in the U.S. (about 20%) live with a disability. As tax
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Myths of the Midlife Marriage
There are numerous money myths that you’ll hear when you consider getting married at midlife, particularly if your spouse-to-be has children from a first marriage.
Make Your Retirement Checklist
“When it comes to retirement, a checklist is the best way to tackle this difficult subject. It can also put things into perspective.” Forbes’ recent
Use Caution in Helping with Seniors’ Finances
Assisting someone with his or her finances sounds simple, right? Your mom, a neighbor or the person for whom you provide home health care may
Retirement Is the Most Expensive Thing That You’ll Ever Pay For
A new study from Merrill Lynch and Age Wave, part of a four-year, 50,000-respondent investigation into the changing lifescape of retirement, reports that retirement has
The Beauty of Donor-Advised Funds
What’s the best way to make tax-deductible charitable contributions? The answer depends on several factors, such as the recipients of your gift, the kinds of
A Few Items to Consider in Your Estate Planning
If you have an estate with any real assets, you should carefully weigh the risks of failing to make proper estate plans. This is the
MAKING A DIFFERENCE
Take advantage of this free seminar. Attorney Bellomo will be on the Panel discussing issues relative to dementia.
FREE WORKSHOP – SIGN UP NOW!
Register today for this free workshop to learn about the importance of Living Wills and Powers of Attorney.
Tax Deductions with Roths and Traditional IRAs
A 23-year-old single contributes the maximum $18,000 to his Roth 401(k) at work in 2016, and his employer matched $9,000. So, is he allowed to
Delaying Social Security to Boost Your Benefits
Delayed-retirement credits increase Social Security benefits each month after you reach full retirement age (66 for those born between 1943 and 1954). If you accumulate
Preparation for the Possibility of Alzheimer’s
The Alzheimer’s Association reports that one in three seniors will die with Alzheimer’s or some other form of dementia. These dramatic numbers mean that, either










