Osteoporosis Risks, Detection and Treatment Options

November 8, 2024
Can a person in their early fifties develop osteoporosis? I fell and broke my wrist last winter, and my doctor told me I might have...

How to Choose a Memory Care Unit for a Loved One

November 1, 2024
My parent has dementia and cannot live at home any longer. What are some things to consider in finding an excellent memory care residential facility?...

Do You Need a Pneumonia Shot?

October 25, 2024
I recently turned 65 and would like to know if I should get the pneumonia vaccine? Which type of vaccine do I need and is...

How to Make an IRA Gift to Charity

November 8, 2024
Each year the Internal Revenue Service (IRS) reminds owners of traditional IRAs who are over 70½ that they may make a charitable gift from a traditional IRA. The IRS refers to an IRA charitable rollover...

Happy Holidays for Fraudsters and Scammers

November 1, 2024
In IR-2024-283, the Internal Revenue Service (IRS) reminded taxpayers to be cautious about fraudsters during the holiday season...

How to Claim a 30% Home Energy Credit

October 25, 2024
On October 24, 2024, the Internal Revenue Service (IRS) released guidance on energy-efficient home improvement credits. The IRS explained the qualifications and rules for improving your home and making it more energy efficient...

IRA Charitable Rollover

November 15, 2024
The IRA charitable rollover was created in 2006 and made permanent by Congress in 2015. Another name for an IRA charitable rollover is a qualified charitable distribution. This giving plan is available for IRA owners...

IRAs - Regular and Roth

November 8, 2024
While Social Security will provide approximately 40% of the average person's retirement income, an Individual Retirement Account (IRA) is an essential addition for a successful retirement...

401(k) Retirement Plans

November 1, 2024
The 401(k) is rapidly becoming the most popular qualified retirement plan. More than 90% of large companies now offer a 401(k)...