Author: Rodney A. Brooks

Monday, November 14, 2022

Tips for Charitable Giving

Many people contribute to their favorite charities on Giving Tuesday (Nov. 29), but do they know how to reap the tax benefits?

Monday, October 10, 2022

What’s New in Medicare for 2023

It’s that time again! Medicare re-enrollment runs Oct. 15 through Dec. 7. Get the latest info here!

Monday, September 12, 2022

Back to School – for Entrepreneurs

Covid-19 accelerated retirees’ moves to return to work and try entrepreneurship., but they need to add to their ‘toolbox” with some adult education.

Wednesday, August 31, 2022

Social Security Update – Means Testing?

With the 79th anniversary of the Social Security Act, retirees (and most workers) worry about its solvency; will it run out of money to pay benefits? What can be done about it?

Monday, August 8, 2022

Life Insurance: Forgotten Financial Tool

Life insurance should be a key component of your financial plan, especially for retirees and pre-retirees.

Monday, July 11, 2022

Pets and Passwords: What People Forget in their Wills

Make sure your estate plan include some things that are frequently omitted or overlooked – pets and passwords. 

Monday, June 13, 2022

Is an Annuity Right for You?

Is an annuity right for you? One of Americans’ biggest fears is running out of money in retirement.

Monday, May 9, 2022

New Rules in Estate Planning

The Secure Act changed the rules for non-spousal inherited retirement accounts; some upfront planning spares your inheritors a big tax bill.

Monday, April 11, 2022

Tax Time Tips for Older Adults

With the filing deadline looming ahead, it’s the perfect opportunity to look at what changes might be in store for retirees and seniors.

Monday, March 14, 2022

Inflation and Retirement

Is your retirement income keeping pace with inflation? Financial experts share their thoughts.

Monday, February 14, 2022

Long Term Care Insurance and Alternatives

Is long-term care insurance right for you? Check out these alternatives.

Monday, January 10, 2022

Jump Back Into the Job Market!

This may be an ideal time for older workers to jump back into the job market. Here’s why.

Monday, December 13, 2021

Financial Gifts to Kids

The days of gifting a child a single share of Disney or a savings bond are over; learn the facts about how to gift to kids.

Monday, November 8, 2021

Family and Finances: Avoiding “The Talk”?

Big family holidays are coming up but many parents still avoid having a family discussion about their finances.

Monday, November 8, 2021

Familia y finanzas: ¿Evitando “la conversación”?

Se acercan días de fiestas familiares grandes, pero muchos padres todavía evitan tener una discusión familiar sobre sus finanzas.