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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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Downsizing Tales: Maggie and Molly Downsize and Move

Published: August 26, 2019

It certainly is a brand-new year which will be filled with changes. Though a little scary to think ...

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2018 Tax Changes and Older Adults

Published: January 10, 2019

In late December 2017, Congress passed a major reform of the Internal Revenue Code, known as the ...

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Aging and Self Reflection

Published: December 13, 2018

My mother rarely turned down a dinner invitation or get-together with friends. In later years when ...

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What Tax Documents to Save

Published: January 4, 2018

The new year is a time to make room for the new, as in new files and folders for upcoming 2018 ...

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Plan Your Future: Living Options for Boomers

Published: December 28, 2017

For the last 70 years, baby boomers have been redefining life passages. As teens, parents, and ...

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