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

March 9, 2022

Social Security Benefits and Unemployment

In this edition of “Ask Kip,” Kiplinger’s Personal Finance editors explain the connection between Social ...

Read More
Woman Shocked By Finances Mark Adams Dreamstime. For article, Kiplinger’s financial experts explain the connection between Social Security benefits and unemployment crises PLUS snowbirds avoiding taxes.
March 2, 2022

Tips on Planning for Parents’ Care

Lisa Gerstner, contributing editor at Kiplinger’s Personal Finance magazine, looks at an issue that is ...

Read More
Three Generations of Asian females. Photo By Satjawat Boontanataweepol Dreamstime. For article, Millennials are faced with planning for parents’ care, as new members of the sandwich generation, caring both for aging parents and children.
February 23, 2022

Six Inflation-Fighting Strategies: Remember to WIN!

Baby boomers and their elders lived through the inflationary period of the 1970s and early ...

Read More
Concerned Couple Doing Finances. Photo by Wavebreakmedia Ltd Dreamstime. For article, Financial expert Jill Schlesinger of “Jill on Money” reminds us of six inflation-fighting strategies, to whip our own inflation now – to WIN!
February 16, 2022

State Tax Breaks for Seniors

Tax editor at Kiplinger’s Personal Finance, Rocky Mengle, discusses state tax breaks for seniors – ...

Read More
Happy Woman In New Home Photo By Aaron Amat Dreamstime. For article, Kiplinger’s tax editor discusses state tax breaks for seniors – tax-friendly states for retirees, less friendly states, and changes.
February 2, 2022

Making Retirement Savings Last

Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – ...

Read More
Happy Couple Doing Finances Monkey Business Images Dreamstime. For article, Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – including the classic 4% rule.
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 ...

Read More
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. ...

Read More
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 ...

Read More
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 ...

Read More
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 ...

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