New York is home to the third-largest elderly population in the U.S., a population that appears increasingly vulnerable to physical and financial abuse. But New
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The Value of The Purple One’s Estate Could Make His Heirs—and the IRS—Delirious
The death of the musician Prince has started the clock on when the IRS will take a big chunk out of the star’s estate. But
To Millennials, Money Doesn’t Equal Love
About 70% of baby boomers see a gift of money as an expression of love, according to the results of a recent survey. This may
Trusteed IRAs can be a Good Strategy When Faced with an Alzheimer’s Diagnosis
The Wall Street Journal, in “Voices: Consider Trusteed IRAs for Clients With Alzheimer’s,” reports that when individuals receive an Alzheimer’s diagnosis, they should start having
Are Your Financial Affairs in Order or Do You Need an Organization Intervention?
Are you a procrastinator? Do you let your financial statements stack up on your desk until that (always elusive) day when you'll finally have the
Get Organized with a Master Directory
Morningstar’s April 18th article “How to Create a Master Directory” says that a lot of the work of sifting through documents and files would be
Make Your Retirement Nest Egg Last
In 2016, very few folks have pensions, and life spans have lengthened. So, the issue is how to make your money last through your entire
Why the Rush to Collect Medicaid?
Even if you are eligible, don’t rush into applying for coverage. Kiplinger’s article, “What You Need to Know About Applying for Medicaid,” discusses five scenarios
How to Convince Mom to Draft a Will Now That Dad Has Passed Away
The article “How to handle a parent not having a will” from New Jersey 101.5 says that some people may postpone this for as long
Pet Trusts May Finally be Barking at the Door of the Minnesota Legislature
In states like California and Wisconsin, you can make sure your pet will have care after you’re gone. However, in Minnesota, your pet might not
Raising a Child with Special Needs
Many times, families raising children with special needs don’t know how to begin their financial planning, says The New York Daily News in a recent
Financial Planning Help for Single Parents
The Parent Herald gives us five financial planning tips for single parents that will protect them and their families in its recent article, “5 Financial