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 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...

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...

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...

Social Security

October 25, 2024
Linda asked, "When should I take my Social Security? I will turn 57 this year and have a strong earnings history, having paid into Social Security for nearly 35 years."...

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...