Kendal at Oberlin Blog

When it comes to giving a gift to the young people in your life, a lot depends on the age, activity level and personality of your grandchild or “grand friend.” Some children like big boxes; others, thin envelopes, while other boys and girls enjoy gifts that don’t come in a package.

It’s easy to get caught up in the holiday surge of attending concerts, shopping, cooking and planning outings with family and friends.  So much to do, all before the new year begins.

Housing is one of the biggest decisions we face as we age, and like any big decision, it is packed full of questions.

• What type of housing can I afford?
• What climate, community and geographic location do I desire?
• What, if any, supports do I need now, and what might I need to access in the future?

Donating to charity is a year-round activity. But like gift-giving, Americans ramp up their charitable giving big time at the end of the year, starting with Giving Tuesday on November 28.

Kathy’s father joked about dying. The few times he was serious, he told his family he wanted life-saving measures, but only if he was likely to be mentally fit and able to care for himself. Nothing was in writing.

You finally did it!

After years of thinking about downsizing and moving to a condominium, retirement community or apartment, your dream came true in 2017. Now it’s time to think about one more financial matter – calculating the tax benefits related to selling your main home.