Work & Money

Thursday, March 16, 2023

OMG! My Wallet’s Gone!!!

If your wallet is lost or stolen,  your cash, your credit and your identity are at risk. Here’s how to handle that emergency.

Monday, March 13, 2023

Money: Best Online Finance Sites

Staying on top of changes in 401(k) and IRA rules, tax laws, or Medicare is important. – and exhausting. What online sources do experts suggest?

Monday, February 13, 2023

Protect Your Heart – and Your Wallet

There’s a new romance scam making the rounds; learn how to protect your heart…and your wallet…on Valentine’s Day.

Thursday, January 26, 2023

Tax Planning for 2023

As we prep our 2022 taxes, financial professionals say it’s not too early to plan our 2023 tax strategy. Start with these five tips.

Monday, January 9, 2023

Financial New Year’s Resolutions

Financial resolutions make a lot of sense, especially for seniors and retirees; here are five recommended by financial planners.

Monday, December 12, 2022

Year-End Tax Strategies

Before you meet with your accountant and your financial planner before year-end, check out these smart tax strategies.

Thursday, December 8, 2022

An Audit! What To Do if the IRS Contacts You

The IRS is on a hiring binge. How likely are you to be audited? What should you do if you are audited? What do retirees need to know?

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?

Thursday, November 3, 2022

Avoiding Scams on Veterans

Thank you for your service, veterans. Learn how to avoid being a target for scammers.

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?

Thursday, August 18, 2022

Gloria Goodwin, Accidental Entrepreneur

Gloria Goodwin became an entrepreneur almost by accident; here’s her unexpected entrepreneurial odyssey, in a 47 year career in travel…with no plans to retire.

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.