4 Ways to Talk to Your Senior Parent About Finances

According to the National Council on Aging, 25 million Americans aged 65 or older are economically insecure—living at or below 250 percent of the…

Making Charitable IRA Gifts Can Save You Taxes

Making a tax-free donation from an IRA is gaining in popularity among seniors, particularly those who do not need their required minimum distribution (RMD).…

Tax Planning with CARES ACT

The Coronavirus Aid, Relief and Economic Security Act, commonly known as the CARES Act contains a number of provisions that may reduce your 2020…

Financial Considerations for Senior Caregivers

A financial power of attorney is a powerful legal document that enables a trusted individual to be designated as an agent to manage the…

Health Care Documents for Seniors to Have in Place During COVID-19

If COVID-19 has taught us anything, it is how quickly life can change and create new priorities for all of us. This is particularly…