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  • How to Mess Up a Variable Annuity

    Mistakes or misunderstandings can be costly. Here’s what to look for. By Liz Weston, nerdwallet.com Variable annuities are complex insurance products — so complex that what people actually buy and what they…

    Finances, WEALTH
  • What is the Maximum Possible Social Security Benefit in 2021?

    Here’s what you need to do to get Social Security payments for $3,500 per month or more. By Emily Brandon, usnews.com The average monthly Social Security payment for retirees was $1,551 in…

    Social Security, WEALTH
  • COVID-19 Vaccination Card

    How to Protect Your COVID-19 Vaccination Card

    By Adam Tanner www.consumer reports.com Once you have received your coronavirus vaccination, you have completed an important medical step for protecting yourself and your community. In addition to peace of mind and…

    WEALTH
  • Tax

    Last-Minute Tax Filers – This is for You

    Hate April 15, tax day? Well, this year you’re in luck. To cope with all the changes that COVID- 19 brought, including a delayed due date last year, stimulus checks, and an…

    Finances
  • Phishing

    First Came Phishing, Now There’s … Smishing

    Most of us have heard of the term “phishing.” But did you know that phishing done by SMS (that stands for Short Message Service) text message has its own name? That’s right,…

    Social Security
  • charitable giving saves on taxes and helps the community

    The Neighborhood Assistance Act Offers Tax Credits for Contributions

    Help Yourself While Helping Others What better way to take a bite out of your tax bill than by contributing to the health of your community? Across the country, municipalities encourage their…

    Finances
  • 5 Online Scams Targeted at Older Adults

    By Katherine Burke Contrary to Gen X, Y and Z’s popular opinion, there are a lot of great things about aging – wisdom, a self-assuredness that young people lack, experience, better income,…

    Finances
  • Aging in Place: What is Universal Design?

    By Michael Moore Jr., heraldtribune.com For those looking to stay in their home long-term and age in place, which according to AARP could be as many as 87% of adults age 65…

    Finances
  • iBuyers Will Buy Your House, But What Will They Cost You?

    by Kyle Stoner and Thomas O’Shaughnessy Tech companies have entered the real estate market. They’re using algorithms to sniff out deals and snap up properties. They’re the new “Instant Buyers” or iBuyers.…

    Finances
  • When to Downsize: 7 Signs It’s Time to Put That Big Old House on the Market

    Let’s face it.  As children move away and we want to spend time doing things other than cleaning and working in the yard, a house that once worked well just might not…

    WEALTH
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