The annual Medicare open enrollment period has arrived! This eight-week process begins on October 15th each year and runs through December 7th. During this time, Medicare recipients can make changes to their existing plan. If you are preparing to review your current Medicare coverage or help a parent with theirs, it’s common to feel confused and unsure about how to begin.
The 2021 tax deadline is fast approaching. Your return must be filed by midnight on Monday, April 18, 2022. While you do have a few extra days to finish your taxes this year, this is a task few people look forward to even if they use a tax preparer or accountant. Added to the stress of tax time is a complication that has popped up in recent years—identity theft. Many seniors aren’t even aware of this concern.
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The fall home-selling season is a lot like the college football season – both normally end around Thanksgiving, but a smaller postseason keeps going long after that.
Planning for retirement can't begin soon enough. In fact, any good professional financial advisor will strongly recommend having enough social security, pension and investment income to remain financially afloat for at least 20 years following retirement.
As your parents grow older you may find yourself worrying about their financial situation. Whether it’s because of declining health or because their savings are running low, these can be stressful times. But they don't have to be. There are a few simple things you can do to help your parents with their finances that can put them in a more stable situation and give you peace of mind.