Dear Hayek,My husband doesn’t always make the best decisions about money. He has come close to being scammed in the recent past. Do you know of any training he (and I) could take to protect us from financial exploitation? … [Read more...]
Print This PageHow Estate Planning Helps You and Your Caregiver
March 15, 2024 by
Dear Angel,I have Parkinson’s and need lots of care, and I know things are just going to get tougher. My sister is my caregiver who helps me full-time. I heard that getting my estate planning and long-term care planning in … [Read more...]
Print This PageCritter Corner: Beware of Tax Season Scams!
March 8, 2024 by
Dear Raider,A friend of mine told me that there has been an uptick in tax season scams, where identity thefts and refund thefts are taking place. What is this all about so we can stay vigilant?Thanks for your help!Rhee … [Read more...]
Print This PageCritter Corner: Final Guidance Issued This Week to Help People with Medicare Prescription Drug Coverage
March 1, 2024 by
Dear Kiwi and Mango,Although I’m on Medicare, the costs for my prescription drugs are still quite high, and frankly, I’m having trouble affording them. I heard something about a new guidance that was recently released to help … [Read more...]
Print This PageCritter Corner: What Tax Deductions Should Seniors Know About this Year?
February 2, 2024 by
Dear Kiwi and Mango,We are filing our taxes this weekend. Are there any special tax deductions we should be aware of for seniors for the 2023 tax year?Thanks for your help!Dee Duxshuns--- Dear Dee,Many seniors … [Read more...]
Print This PageCritter Corner: What Do I Need to Do to Comply with the Corporate Transparency Act?
January 12, 2024 by
Dear Kiwi and Mango,I have an LLC that owns a rental property. I understand that I need to submit beneficial ownership information (BOI) to the US Department of Treasury's Financial Crimes Enforcement Network (FinCEN), per … [Read more...]
Print This PageThe Best Holiday Gifts for Nursing Home Residents
December 15, 2023 by
Dear Hayek, This year is my mother-in-law's first Christmas in a nursing home. What are some thoughtful gift ideas to brighten her holidays, and what are some things we should keep in mind when shopping for her? Thanks so much … [Read more...]
Print This PageCritter Corner: Does Caring for a Pet Lower Your Dementia Risk?
December 8, 2023 by
Dear Angel, Happy National Cat Month! I am forever thankful for my cats and feel like every month should celebrate our feline friends. I read an article that said that adults who care for dogs are significantly less likely to … [Read more...]
Print This PageCritter Corner: Should You Tell Your Heirs What They Should Expect to Inherit?
December 1, 2023 by
Dear Kiwi and Mango, My wife and I are in the process of doing our estate planning documents. One decision we have yet to make is whether we should tell our heirs what they should expect to inherit, in advance. What are some … [Read more...]
Print This PageCritter Corner: Protecting Veterans from Being Scammed
November 10, 2023 by
Dear Angel,I heard that Veterans are being targeted with certain scams. My mother is a Veteran, and I want to protect her from them. Can you provide more information on the most prevalent scams targeting Veterans, so I can … [Read more...]
Print This Page
