5 Tips For Preparing Your 2018 Tax Return

    5 Tips For Preparing Your 2018 Tax Return

    Many people will find preparing their tax returns more challenging this year because of the new law. It’s the first year for returns under the Tax Cuts and Jobs Act, and even tax pros and the ...
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    You Need to Update Your Will! - When Heirs Change It's Crucial

    You Need to Update Your Will! – When Heirs Change It’s Crucial

    Once you’ve bought an annuity or a life insurance policy and named your beneficiaries, you may never think about your beneficiaries again. But that could be a big mistake. If you get divorced and remarry but ...
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    A Psychiatrist’s Take: Why We Can’t Get Rich - 4 Steps to Overcome Fear of Loss & Start Making Money

    A Psychiatrist’s Take: Why We Can’t Get Rich – 4 Steps to Overcome Fear of Loss & Start Making Money

    We hate to lose. Ever search for hours for something you lost, and spend a fortune in time when you could have replaced it cheaply and easily? Or replace it only to find it later, and hate yourself ...
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    Are You Underrating These Retirement Costs?

    Are You Underrating These Retirement Costs?

    People underestimate what their costs of living in retirement will be in three critical ways: 1. Assuming you’ll spend less in retirement than while working: “The majority of people have never really sat down and calculated ...
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    You Can Help Government Shutdown Employees - It's Easy

    You Can Help Government Shutdown Employees – It’s Easy

    No matter your political viewpoint, the government shutdown is undeniably painful for the many government employees who depend on salaries to support themselves and their families. Often these employees are women who are the sole provider ...
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    Unique Housing Options for Boomers

    Unique Housing Options for Boomers

    If you’re aging single, or your kids are grown and you’re tired of tending to the yard and doing constant home upkeep, why not look at some interesting alternative ways to live? For instance, did you ...
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    Follow These Steps to Build Financial Freedom

    Follow These Steps to Build Financial Freedom

    A recent finds one in three Americans have less than $5,000 saved for retirement, and that 31 percent of adults could last only a few months on their savings if they had to retire. The research ...
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    Invisible No More: Women Transform Their Lives from the Inside-Out

    Invisible No More: Women Transform Their Lives from the Inside-Out

    In the not too distant past, many women, after the first blush of their youthful beauty and the beyond their child-rearing days, felt that they’d lost their meaning and purpose.  No more! Women have discovered that ...
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    Your Will - Helping Your Executor

    Your Will – Helping Your Executor

    When my attorney told me I needed an executor for my will, I asked my youngest sister who lovingly accepted.  I then decided to help her by providing information about the duties of the executor. Yikes! ...
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    What About Your Pets When You Die?  3 Estate Plan Tips

    What About Your Pets When You Die? 3 Estate Plan Tips

    You love your pets and have made them part of your family. But you may not be thinking about what would happen to them if you were no longer there to provide a safe and happy ...
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    Use A Medical Expense Tax Deduction as a CCRC Resident

    Use A Medical Expense Tax Deduction as a CCRC Resident

    Did you know a portion of the fees retired citizens pay to a Continuing Care Retirement Community – or CCRC – are tax deductible? Join me as I walk through how to take advantage of those ...
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    Annuities Beat CDs by Offering Higher Guaranteed Rates & Tax Savings

    Annuities Beat CDs by Offering Higher Guaranteed Rates & Tax Savings

    Older Americans love certificates of deposit. But fixed-rate annuities, which function like CDs, usually pay much higher guaranteed rate. And they offer tax deferral. CDs have one main advantage over annuities: they’re insured by the FDIC ...
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