Articles On:Retirement Planning, Elder Law, and Senior Finance

January 26, 2022

Your Retirement Savings Number Isn’t Magic

Don’t get too hung up on a retirement savings number, counsels Kiplinger’s Personal Finance writer ...

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Woman Finances Photo By Alexey Kuznetsov Dreamstime. For article, Don’t get too hung up on a retirement savings number. Other considerations are essential as you plan to retire – or live in retirement.
January 19, 2022

Financial Recommendations for 2022 for Retirees and Others

Business analyst Jill Schlesinger, CFP, looks at what’s new in 2022, including Americans’ financial moods. ...

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Piggy Bank And Coins Photo By Phoomrat Withayachaya Dreamstime. For article on financial recommendations for 2022, including for retirees
January 14, 2022

Peer-to-Peer Payment Apps: What You Need to Know

Used to be, if we owed money to friends – say, we ate out together ...

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Smartphone with Venmo and PayPal apps with cash in the background. A primer for seniors on peer-to-peer payment apps (P2P): benefits and risks and fees, limits, speed, and best uses for six common services. Image from Tribune Content Agency, Kiplinger. Simple comparisons to help you choose.
January 6, 2022

BBB Warns of COVID-19 Test Scams

The BBB serving Central Virginia warns of COVID-19 test scams: scammers sell fraudulent coronavirus tests ...

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Woman Sick At Home in Bed on Phone Monkey Business Images Dreamstime, For article: Beware of COVID-19 test scams. Scammers sell fraudulent coronavirus tests while collecting personal information.
January 5, 2022

Retirement: How to Lower Taxes on Your RMDs

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, examines two ways to lower taxes ...

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Asian couple discussing money matters with a financial advisor. Monkey Business Images, Dreamstime. For article on How to lower taxes on your RMDs
December 8, 2021

5 Scam-Proof Best Practices

Katherine Reynolds Lewis, Kiplinger’s Personal Finance The financial experts at Kiplinger’s provide 5 scam-proof best ...

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Seniors lose a lot of money to scammers. Image of older woman staring at her computer. For article, Kiplinger Retirement: 5 Scam-Proof Best Practices
December 1, 2021

4 Retirement Trends for the 2020s

By Catherine Siskos, Kiplinger’s Personal Finance The managing editor of Kiplinger’s Personal Finance, Catherine Siskos, ...

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Black couple talking to financial advisor Photo by Monkey Business Images Dreamstime. For article on retirement trends
November 19, 2021

Five Financial Profiles of Retirees

Janet Bodnar, Kiplinger’s Personal Finance Time for a quiz: How would you describe your lifestyle ...

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happy asian couple biking Photo Tom Wang Dreamstime. For article on financial profiles of retirees
November 1, 2021

Paying for Nursing Home Care

If you or a loved one will require senior nursing care soon, you might be ...

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women doing finances Photo Katie Nesling Dreamstime. For article on paying for nursing home care
October 13, 2021

When is Medicare open enrollment?

from Kiplinger’s Consumer News Service The finance experts at Kiplinger’s answer a question that can ...

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senior man at doctors office (Credit Hongqi Zhang, aka Michael Zhang dreamstime) For article, When is Medicare open enrollment?