10 02, 2020

Make Sure You Are Counted in the 2020 Census

2020-02-10T10:07:47-05:00February 10th, 2020|

The 2020 census is starting soon, and seniors need to be counted. This may be more of a challenge this year because for the first time, the census will be completed largely online. The U.S Constitution mandates that the federal [...]

7 02, 2020

Estate Planning Is Essential for Unmarried Couples

2020-02-07T12:44:56-05:00February 7th, 2020|

While estate planning is important for married couples, it is arguably even more necessary for couples that live together without getting married. Without an estate plan, unmarried couples won’t be able to make end-of-life decisions or inherit from each other. [...]

28 01, 2020

Make Sure Your Plan Beneficiary Choices Are Up to Date

2020-02-07T12:31:04-05:00January 28th, 2020|

Many people periodically update their wills or other estate plans, but don't update who will receive distributions from their retirement plans (such as IRAs and 401(k)s) upon their deaths. Every year you should review your entire estate plan, and the [...]

27 01, 2020

Free Tax Preparation Help Is Available to Most Seniors

2020-01-27T09:57:05-05:00January 27th, 2020|

Seniors and retirees should know that they may be able to use online tax preparation software free of charge. Most low- and middle-income Americans qualify for the free help, but do not take advantage of it. And all seniors are [...]