The Wadena Pioneer-Journal recently put together a checklist for veterans in the article, “What survivors should know; A veteran/retiree checklist.” This checklist isn’t all-inclusive and
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The Fine Print about Reverse Mortgages
A reverse mortgage is a mortgage you can take out when you’re 62 years or older. This plan lets you stay in your home as
Changes to Estate and Income Tax Now Effective in the Garden State
Recently effective legislation in New Jersey adjusts the amount of retirement income excluded from the state’s income tax, doubling that amount to $40,000. An increase
Tips on Downsizing
Downsizing your home can have a financial effect, especially for your pension and your estate planning. This was the advice in a Starts at 60
Time to Review your Financial Planning
Business Insider’s recent article, “A financial adviser shares a 5-step checklist to complete before the end of 2016,” notes that many folks spend more time
Advice for Retiring Snowbirds
Earlier in life, most folks say their responsibilities of family and work dictate where they live. But by age 61, most people believe they’re free
Make the Most of Your Social Security
Few people realize that a few smart decisions concerning Social Security could significantly bump up your retirement income. So how do you do it? Kiplinger’s
Let’s Keep an Easy New Year’s Resolution
We all take some time at the end of the year to reflect. As you consider 2016, you can certainly agree that the year had
The Effects of the Need for Elder Care on Women in the Workforce
A new study reported by The University of Buffalo Now, “Elder caregiving a growing burden to women in mid-career,” finds that as longevity increases, the
“In Kind” Transfer Just the Ticket to Help You with Your RMD
If you are having difficulty parting with stock you must to cash out to satisfy your annual IRA required minimum distribution (RMD), Kiplinger’s article, “Retirees,
Can I Retire and Still Pay for My Kids’ College?
A recent CNBC article, “Saving for college and for retirement isn’t impossible,” says that parents can fund college tuition and retirement if they begin saving
The Gender Gap in Retirement Preparedness is Out There
Business Wire’s recent article, “Millennial Women Face Significant Gender Gap in Financial Wellness,” says that the 2016 Gender Gap in Financial Wellness Study quantified the