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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

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

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

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

    Take advantage of this free seminar. Attorney Bellomo will be on the Panel discussing issues relative to dementia.

                                                                                   Register today for this free workshop to learn about the importance of Living Wills and Powers of  Attorney.

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

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

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

Trump has transferred 71 properties—primarily condo units in a handful of buildings—into his personal trust. He promised that the trust would be run by his

A wealthmanagement.com article, “Top Four Estate Disputes of 2016,” gives us a sampling of some of the major estate planning issues among the recently passed

Valarie Montgomery may have retired from overseeing Michigan State’s financial operations, but she used her estate plan with her husband Mark to leave a legacy