Category: Retirement
You just discovered a previous employer underreported Social Security wages and earnings and possibly made other errors. Now you worry that your…
Timber sale taxes are relatively obscure IRS and SALT taxes. These taxes apply to all taxpayers, whether they’re retired, aren’t business owners, or…
The SECURE Act Retirement Bill, passed in the House on May 16, 2019, and expected to make it through the Senate this term follows closely on the…
As more people are retiring with Social Security benefits there are also more people unsure as to whether they owe taxes on their benefits and are…
Veterans and surviving spouses benefits, through the Aid and Attendance Veterans Benefits, will have some dramatic changes made effective October 18,…
A reverse mortgage is a home equity conversion mortgage (HECM). It also provides a loan available to seniors 62 years or older, complete with closing…
Holiday gifts for grandparents
We always want our holiday gifts for grandparents to be extra-special, but sometimes it gets tricky. What does…
Making your list for monetarily gifting family members can really get you into the Christmas spirit. Many parents and grandparents take a festive,…
A business succession plan is usually more difficult than putting together a great business plan. In fact, nearly half of small businesses without an…
Small business ownership is on the rise for Baby Boomers. One reason is backed up by 2016 research reporting that of 1504 Boomers interviewed, 56%…