Financial and Legal Planning Articles
How to Protect Your Aging Loved Ones from Tax Scams
You can help protect your loved ones from tax scams by knowing what the IRS will never do and which types of scams to look out for.
The Impact of the New Tax Reform Bill on Seniors
What does the tax reform bill mean for you as a senior or a caregiver for a senior? Check out the key takeaways in this article.
What is a Reverse Mortgage?
If you are 62 years old and own a home, than you are eligible for a reverse mortgage. Here are some FAQ’s to help you learn more about reverse mortgages.
Preparing for the New Year Financially
Now is a great time to think about your finances for the year ahead. Here are eight steps you can take to prepare financially for the rest of 2018.
In the News: Credit for Caring Act Looks to Save Your Tax Dollars
The Credit for Caring Act would increase the available tax credit for family caregivers up to $3,000 in a taxable year. Learn more here.