Questions to Ask a Retirement Community: Beyond Finances
Published: August 27, 2020
When considering a Life Plan Community, you have lots of questions, most often about money. But ...
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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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