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Category: Retirement Planning, Elder Law, and Senior Finance

New Rules on Required Minimum Distributions

Congress late last year revised the rules on required minimum distributions (RMDs) that retirees must start taking in their 70s ...
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3/29/2023 | By Sandra Block

required minimum distributions on calculator

When a Sale Is Not a Bargain

Buyer beware! Kiplinger’s Personal Finance explains when a sale is not a bargain and offers ways you can ensure you ...
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3/8/2023 | By Sandra Block

when a sale is not bargain - woman online shopping with credit card

Seniors and Dating Apps: Tips and Risks

As more seniors turn to dating apps to find a companion, they also need to be aware of costs and ...
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3/1/2023 | By Dawn Wotapka

senior man using a dating app on laptop smiling aw cute

How to Save for Health Care in Retirement

A health savings account provides one of the most-effective strategies to save for health care in retirement. Contributions are pretax ...
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2/22/2023 | By Sandra Block

save for healthcare in retirement - woman with piggy bank

Cyber Fraud and Seniors: Don’t Be a Victim

Eric Iversen, author of “How to Be Cyber Safe + Savvy,” a guide for seniors commissioned by the National Cryptologic ...
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2/15/2023 | By Janet Bodnar

cyber fraud and seniors - senior woman on phone and computer looking troubled.

How Tax Rules Change as You Age

Your life changes in many ways when you get older. But there’s something else that changes as you age that ...
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2/8/2023 | By Rocky Mengle

Black couple talking to financial advisor Photo by Monkey Business Images Dreamstime. For article on retirement trends

Happy As a Semi-Retired Independent Contractor

Jennifer Morley worked as a high school teacher in Hillsborough County, Florida, teaching economics, psychology, American government, and other classes. ...
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2/1/2023 | By Yvette C. Hammett

semi-retired and calling the shots. Happy senior on phone and computer

How a Roth Can Defuse a Retirement Tax Bomb

A Roth 401(k) can defuse a retirement tax bomb. Decades of salting away part of your paycheck in a 401(k) ...
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1/25/2023 | By Sandra Block

couple-retirement-planning, possibly hoping to defuse a retirement tax bomb. Image by Yuri Arcurs.

Plan to Live Long: Retirement Advice

When thinking about retirement it pays to plan to live long, to assume longevity and an extended life. Follow a ...
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1/18/2023 | By Sandra Block

plan to live long retirement- couple doing financial planning

Reasons to Resist BNPL

Propelled by inflation and the pandemic-driven convenience of online shopping, buy now, pay later (BNPL) services have become as commonplace ...
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1/11/2023 | By Emma Patch

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