Finance

Finance

Gifts And Their Tax Consequences

BY
The Senior Outlook Today Team

By Steven J. Weil, Ph.D., EA Income Tax Vs. Gift and Estate Taxes There are two major forms of federal ...

Finance

Surviving the Holiday Season without Ending Up in Debt

BY
The Senior Outlook Today Team

By Jake Serfas With the holidays rapidly approaching, it’s important that you don’t get thrown off track financially. Here are ...

Finance

2017 Medicare Open Enrollment Period -the Time is Now!

BY
The Senior Outlook Today Team

By Tamara Blasi Fall is here and signs of the holiday season are starting to pop-up everywhere. The holidays can ...

Finance

Tax Strategies with Retirement in Mind

BY
The Senior Outlook Today Team

By Steven J. Weil, Ph.D., EA, President, RMS Accounting When it comes to retirement and Uncle Sam, the choice is ...

Finance

Questions to Ask Your Advisor After the Election

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The Senior Outlook Today Team

By Andrew Wood and Dan Simon, Retirement Planning Advisors at Daniel A. White and Associates The 2016 election is behind ...

Finance

Financial Wellbeing – Are You Making These Money Mistakes?

BY
The Senior Outlook Today Team

Most of us believe we are good at handling our finances. We may splurge on an overpriced cup of coffee ...

Finance

Top 7 Bad Money Habits & Ways To Fix Them

BY
The Senior Outlook Today Team

By Mark Provenzano, Principal of Hedged Private Wealth in Metairie, LA. Life is an accumulation of habits. Habits are a ...