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Check your Planning for the 'new world.'
As the COVID-19 pandemic continues to rapidly spread, and the stock market decline and volatility continue, our office has been extremely...
Brian A. Raphan, Esq.
Apr 9, 20206 min read
Seniors Who Keep An Active Social Life May Live Longer, Study Finds
Seniors Who Keep An Active Social Life May Live Longer, Study Finds
Brian A. Raphan, Esq.
Feb 7, 20202 min read
2019 Guidelines Used to Protect the Spouses of Medicaid Applicants
The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of...
Brian A. Raphan, Esq.
Jan 5, 20192 min read
2019 Will Bring Social Security Beneficiaries the Biggest Increase in Eight Years
The Social Security Administration has announced a 2.8 percent increase in benefits in 2019, the largest increase since 2012. The change...
Brian A. Raphan, Esq.
Jan 4, 20191 min read
Did You Know Choosing Retirement Account Beneficiaries Can Have Tax Implications?
Retirement Account Beneficiaries & Tax Implications
Brian A. Raphan, Esq.
Aug 4, 20184 min read
How to Protect an IRA From Heirs’ Creditors
When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but...
Brian A. Raphan, Esq.
Jun 12, 20182 min read
How to Talk About Moving to a Retirement Home: ‘It’s a Journey’
Having a conversation about moving — whether it’s with a relative, even a spouse — brings up lots of anxiety. Here’s how to go about it....
Brian A. Raphan, Esq.
May 1, 20184 min read
Be Aware of the Kiddie Tax Before Leaving an IRA to Children
Grandparents may be tempted to leave an IRA to a grandchild because children have a low tax rate, but the “kiddie tax” could make doing...
Brian A. Raphan, Esq.
Sep 6, 20172 min read
4 things to put on your to-do list for retirement prep
You may think you need a long and complicated list of tasks to accomplish your retirement goal. But a good place to start is with these...
Brian A. Raphan, Esq.
Jun 23, 20164 min read
Online Retirement Planning Calculators Measure Risk Poorly, Study Finds
If you are retired or are nearing retirement, the main questions on your mind are probably “Will I run out of money in retirement?” and...
Brian A. Raphan, Esq.
Jan 8, 20162 min read
Important news for seniors and their families
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