As the COVID-19 pandemic continues to rapidly spread, and the stock market decline and volatility continue, our office has been extremely...

Seniors Who Keep An Active Social Life May Live Longer, Study Finds

The Centers for Medicare & Medicaid Services (CMS) has released the 2019 federal guidelines for how much money the spouses of institutionalized Medicaid reci...

The Social Security Administration has announced a 2.8 percent increase in benefits in 2019, the largest increase since 2012.  The change will put an additio...

Retirement Account Beneficiaries & Tax Implications

When a person declares bankruptcy, an individual retirement account (IRA) is one of the assets that is beyond the reach of creditors, but what about an IRA t...

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. By PETER FINCH APRIL...

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 this less beneficial....

Individuals who have risked their lives to serve and protect the United States of America and its citizens are entitled to a variety of benefits through the ...

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 four simple steps. JU...

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 “Will I be able to ma...

Full retirement age (also called “normal retirement age”) had been 65 for many years. However, beginning with people born in 1938 or later, that age graduall...