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Stay Up-to-Date on Scams

Published: August 2, 2021

The scam is old, but it continues to trap new victims. The fraudsters, engaged in what officials ...

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Filing for 2020 Federal IncomeTax: What is New?

Published: January 21, 2021

Last year most everything was different, including the deadline for filing federal tax returns, ...

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Your Generosity May Reduce Your Taxes

Published: November 24, 2020

This year the IRS tax filing deadline was moved to July 15 and IRA required minimum distributions ...

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What is Lifecare?

Published: July 10, 2020

Over the years many of us enjoyed an all-inclusive vacation in Mexico, the Caribbean or other ...

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{Webinar} Retirement Living Plans in an Uncertain Environment

Published: April 17, 2020

People have had to change outings, vacations, even wedding plans because of COVID-19, but what ...

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The SECURE Act: Tax Planning for 2020

Published: March 4, 2020

With holiday and end-of-year celebrations you might have missed the tax news out of Washington in ...

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MoneyGauge Helps You Decide if Kendal is an Affordable Option

Published: February 8, 2020

We all use calculators for simple tasks, such as balancing a checkbook or figuring out a restaurant ...

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5 Financial Questions to Ask About a Life Plan Community

Published: January 31, 2020

You’ve made the decision to move to a continuing care retirement community, a “CCRC,” but with ...

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Tax Considerations for Older Adults Filing in 2020

Published: January 16, 2020

We start the new year with resolutions and goals, an updated bucket list, travel plans and a list ...

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Explore These Financial Resources From Kendal at Oberlin

Published: September 23, 2019

Fill an auditorium with Baby Boomers, ask them to talk about aging issues, and one of the top ...

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