top of page
Search


How a Phony Online Boyfriend Scammed a 75-Year-Old Widow Out of $1 Million
Fraud and scams find many victims every day. Particularly vulnerable are the elderly who may be hard of hearing, have memory loss or are...
Feb 3, 20231 min read


Planning opportunities for the final tax return
It is an emotional time when a person is near death. It is understandable that the family will not be focused on tax opportunities that...
Feb 3, 20231 min read


Scams that Target On-line Users
Beware Beware Beware. With our proliferation of on-line activity, we are sitting targets for cybercriminals. Many legitimate companies...
Feb 3, 20231 min read


Most Common Passwords Used
We have been told countless times to strengthen our passwords. We have so many of them and the majority of us are guilty of not making...
Feb 3, 20231 min read


Analyzing an Investment Manager’s Proposal
Are you considering having an investment manager oversee your portfolio? Typically a fee is charged as a percent of your account balance...
Feb 3, 20231 min read


4 Signs That You Are Your Own Worst Enemy
Reduce the stress you place upon yourself. Read the attached article to see how you can stop being your worst enemy....
Feb 3, 20231 min read


How to Provide Financial Help to Aging Parents
As children of elder parents, most of you have had to step in to help them with financial decisions. If you do not live close to your...
Feb 3, 20231 min read


The Holy Grail - Protect Your Social Security Account
Your holy grail of identity is your Social Security number, which you have given out to so many places that you entrust with your privacy...
Feb 3, 20231 min read


Why is Social Security taxed?
As I approach my sixties and I see what gets taxed on my parents’ tax return, I am wondering why all Social Security benefits individuals...
Feb 3, 20231 min read


Protecting your loved ones and friends from elder abuse
This article by Anthony Enea, Elder Care and Estate Lawyer, says it very succinctly and to the point. Children with Aging Parents need to...
Feb 3, 20231 min read


How to prepare financially for being a widow/widower
Please take a moment to read this article about the steps that are easy to take, but psychologically tough to do given the subject...
Feb 3, 20231 min read


RMDs for Inherited IRAs
There is an incongruity in the IRS tax rules for Inherited IRAs. A non-spouse beneficiary of an inherited IRA for a decedent over 70 1/2...
Feb 3, 20231 min read
bottom of page