If we don't do a bang-up job with our financial planning, it could mean postponing retirement—or abandoning the idea altogether. That's what the CPA Practice
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Start Thinking about Medicaid
It is no wonder folks put off thinking about it, says The USA Today in "Navigating Medicaid for elder care can be as painful as
Life Insurance Needs to Roll with the Changes
As we travel through the phases of our financial life, our needs change. The New York Daily News article, "3 ways to choose the right
Middle-Class African Americans are Optimistic but Face Investing Challenges
Money's article, "The Hidden Retirement Crisis," says that middle-class African Americans are more optimistic about the state of the U.S. economy and are more likely
Stock Gifts to Grandkids: Does it Make Sense?
What if you are the owner of two blue chip stocks worth $100,000 and have owned these for more than 30 years, paying taxes on
More Seniors Getting into Deeper Debt
Manny Martinez lives in rent-controlled senior housing and watches his expenses. However, with all of his other bills going up, money from his Social Security—his
Legally Dead Man Shows Up as Outlaw Years Later
The process for declaring someone legally dead is one that is covered in state law, but in Pennsylvania, the statute's language does leave some leeway
How Do We Help an Elderly Neighbor?
"If you suspected that your elderly neighbor was being taken advantage of by a family member, would you: (a) Do something to help your neighbor;
What NOT to do with Your Financial Future
"Some we get right. Some we are left wondering the possibilities of what could and should have been." Last week we looked at Forbes' recent
New Jersey Woman Guilty of Money Laundering and Elder Fraud
"A portion of the money was used to fund the victim's expenses to keep the victim unaware of the thefts." A New Jersey woman pleaded
Watch Out for These Changes to Social Security in 2016
"Here's what to look for in your benefits check and your paycheck deductions." AARP gave a thorough run-down on how Social Security will shape up
Do I Take My Chances with a Tax Audit?
"In 2015, the Internal Revenue Service audited only 0.84% of all individual tax returns. So the odds are generally pretty low that your return will