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Don’t Postpone Your Retirement because of These Mistakes

Don’t Postpone Your Retirement because of These Mistakes

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

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

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Life Insurance Needs to Roll with the Changes

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

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Middle-Class African Americans are Optimistic but Face Investing Challenges

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

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Stock Gifts to Grandkids: Does it Make Sense?

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

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More Seniors Getting into Deeper Debt

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

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Legally Dead Man Shows Up as Outlaw Years Later

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

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How Do We Help an Elderly Neighbor?

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;

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What NOT to do with Your Financial Future

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

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New Jersey Woman Guilty of Money Laundering and Elder Fraud

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

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Watch Out for These Changes to Social Security in 2016

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

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Do I Take My Chances with a Tax Audit?

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

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