Golf Tools Designed for Senior Golfers

July 11, 2025
Can you recommend golf gadgets that can help older golfers? I like to walk the course, but I have back problems that make stooping over...

Who is Eligible for Social Security Disability Benefits?

July 4, 2025
What do I need to do to receive disability benefits from Social Security?...

What Is a Spousal IRA?

June 27, 2025
What can you tell me about spousal IRAs? My spouse and I are in our 50s and are looking for ways to boost our retirement...

Tax Savings For Seniors

July 11, 2025
While there had been discussion of eliminating tax on Social Security, a compromise in Congress was to provide individuals over age 65 with a $6,000 Senior Deduction added to the standard deduction. This added deduction...

Charitable Planning in July

July 4, 2025
July is a great month to consider plans for charitable gifts in 2025. These gifts could include an IRA charitable rollover, a gift of cash or a gift of appreciated stock or land...

National Taxpayer Advocate Calls the Tax Season a Measured Success

June 27, 2025
Each year, the National Taxpayer Advocate (NTA) reviews the tax filing season and publishes a report with findings and objectives for the next year...

Who Will Receive Your Property?

July 11, 2025
"Who should receive my property?" Helen asked her attorney, Clara. "There are so many decisions to make. Since Morgan passed away, I need to make these decisions myself...

Important Life Decisions

July 4, 2025
"How can I plan?" asked Mary. "We just sold our home and bought a retirement condo. Our older child just moved across the country and our younger child will be getting married later this year...

Bypass the Estate Tax

June 27, 2025
There are both temporary and permanent rules for federal estate planning. These principles are helpful in creating estate plans, but it is important to understand the potential future changes...