Finance & Legal
Smart guidance to help you plan, protect, and thrive. From managing money in retirement to understanding legal documents and estate planning, find expert advice tailored to the needs of older adults and their families.
Finance & Legal
Relax Boomer Parents; Millennials May Be More Financially Savvy Than You Realize
Millennials came of age at a time when the job market was weak and their student-loan debt was high. Such ...
Finance & Legal
Settling Financial Affairs When A Loved One Dies—Part I
By Steven J. Weil, Ph.D. Losing someone close is not only a sad and confusing experience, but for the person ...
Finance & Legal
Two Steps for Getting the Most Out of Your Roth IRA
By Andrew Altman If you’ve chosen a Roth IRA over a traditional retirement account, you probably already know how the ...
Finance & Legal
5 Items That Seniors Are Overpaying For
Seniors shell out money for necessity items every day without realizing that there are more affordable alternatives, eating into limited ...
Finance & Legal
Gifts And Their Tax Consequences
By Steven J. Weil, Ph.D., EA Income Tax Vs. Gift and Estate Taxes There are two major forms of federal ...
Finance & Legal
Surviving the Holiday Season without Ending Up in Debt
By Jake Serfas With the holidays rapidly approaching, it’s important that you don’t get thrown off track financially. Here are ...
Finance & Legal
2017 Medicare Open Enrollment Period -the Time is Now!
By Tamara Blasi Fall is here and signs of the holiday season are starting to pop-up everywhere. The holidays can ...
