by admin | Nov 6, 2024 | Uncategorized
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services...
by admin | Oct 14, 2024 | Uncategorized
It’s Saturday afternoon, and you are watching a movie at home or running errands, and your phone vibrates. You take a peek and see a text from a phone number and area code you don’t recognize. “Hey Jackson, when are you coming to my house to fix my a/c? It’s hot in...
by admin | Aug 8, 2024 | Uncategorized
A four-year college degree is expensive. How expensive? While the numbers vary depending on whether you attend a public or private university, or in-state or out-of-state institution, the data are sobering. The average cost of college is $38,270 per student per year,...
by admin | Jul 8, 2024 | Uncategorized
Margaret Newcomb, 69, is a retired teacher, and she is trying to protect her retirement savings by caring for her 82-year-old husband, who has severe dementia. At times, he has wandered away from his home. She attaches a tag to his shoelace with her phone number in...
by admin | May 14, 2024 | Uncategorized
Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing...
by admin | Apr 4, 2024 | Uncategorized
Social Security provides retirees with a basic income. It was never intended to fully cover the cost of living in retirement. But it acts as a supplement to your resources. Social Security includes disability, dependent benefits, and survivor benefits for minor or...
by admin | Mar 7, 2024 | Uncategorized
Taxpayers invest about 13 hours preparing their tax returns, according to the IRS’s instructions for Form 1040. More specifically, the IRS says that the average nonbusiness taxpayer spends nine hours preparing a tax return, which includes three hours of record...
by admin | Feb 7, 2024 | Uncategorized
It is not just about having a pile of money in a bank account or a fat portfolio of stocks and bonds. Lottery winners often stumble into wealth without having much in the way of financial knowledge. A beneficiary of a large estate may know very little about financial...
by admin | Nov 7, 2023 | Uncategorized
The National Council on Aging recently shared a story about a scammer who targeted a homeowner in Massachusetts. The victim alleged that a contractor damaged his home’s foundation and didn’t return to finish the work—even after taking thousands of dollars in payments....
by admin | Aug 2, 2023 | Uncategorized
A year ago, Eden and Mark (last name withheld) lost their life savings to a scammer. “We lost all the money we made in our business. All of the monies we saved together for 38 years we’ve been married, and it was all taken from us,” Eden told California...
