How SSI Benefits Can Help Older Adults and the Disabled

October 18, 2024
What can you tell me about the SSI program and the eligibility requirements for older adults?...

How to Find an Affordable Medicare Prescription Drug Plan

October 11, 2024
What is the best way to compare Medicare Part D prescription drug plans? My Part D premium is increasing in 2025, and I would like...

CPAP Alternatives for Sleep Apnea

October 4, 2024
I was diagnosed with sleep apnea and have been trying to use a CPAP device for the past six months but cannot tolerate it. Are...

Hurricane Milton Relief - IRS Warning About Disaster Scams

October 18, 2024
The Internal Revenue Service (IRS) announced recently that there will be tax relief for 51 counties in Florida. Many of the counties previously qualified for relief under Hurricane Helene, but at least six additional counties...

IRA Required Minimum Distributions by December 31

October 11, 2024
Each year the Internal Revenue Service (IRS) reminds taxpayers over age 73 that they should take a required minimum distribution (RMD) by December 31...

30 Million Potential 2025 Direct File Users

October 4, 2024
The Internal Revenue Service (IRS) announced that there are 24 states participating in the Direct File program for the 2025 Filing Season...

Married Couples and Property

October 18, 2024
Mary was a surviving spouse. She and her first spouse Ryan owned a lovely home and placed it into joint tenancy with right of survivorship...

Separate and Joint Property

October 11, 2024
"My brother Pete and I own a ranch together," said Joe to his advisor. "We inherited the four sections of our ranch from my mother. As a single person, I think that I will plan...

What Do You Own?

October 4, 2024
John and Helen have been thinking about updating their estate plan. They called and made an appointment with their attorney, Clara...