Ron Carson, Contributor, Personal Finance
Estate planning remains one of the most misunderstood areas of planning. Over the years, I’ve met with people who “only needed a financial plan, not an estate plan” or “didn’t need a financial plan, just some help with estate planning.” I’ve also met with...
This job description is only a summary of the typical position functions and responsibilities. The responsibilities, tasks, and duties of the position holder might differ from those outlined in this job description. Other duties may be assigned.
General...
by Karen Cheney, AARP
En español | You don't need a Ph.D. to know the economy has hit some seriously stormy conditions. You've watched the value of your nest egg bounce wildly, and you've...
By CORI A. ROBINSON
COVID-19 and the resulting social distancing and self-quarantining have caused health, child, and financial issues prompting palpable anxiety, fear, and concern. It has also brought nuclear families...
by Joe Eaton, AARP, June 8, 2020
As COVID-19 ravages the U.S., many of the nation's 15,600 nursing homes are among the most dangerous places to be.
In the early months of the pandemic,...
Rianka DorsainvilContributorPersonal Finance
There are many common misconceptions surrounding the topic of estate planning. For example, many people believe that estate planning just means having a will. Others think that estate planning is only a concern for retirees or those over age 55. Unfortunately, these misunderstandings can...
by David Hochman, AARP, June 8, 2020
Sanitizers are here to stayAmericans will be increasingly fixated on washing away deadly germs. If sneezing into your elbow took some adjustment, brace for what's...
Written by Attorney Daniel M. Surprenant, Esq., CELA
Good News! Our office has recently, successfully, implemented a strategy to help a family keep more income while one of the spouses needed long term care paid for by Medicaid (a.k.a. MassHealth)! We thought we’d take a moment to write about...
Article Written by Sheryl Cox of Stifel, Nicolaus & Company, Inc., Plymouth MA
Certain IRA holders have the opportunity to make tax-free distributions from their IRAs to qualified charitable organizations.
For tax-free eligibility, the Qualified Charitable Distribution (QCD) must be sent directly from the IRA payable...
The following checklist will help you prepare the necessary documentation and information to draft a will. Many people think they don't own anything of value, which usually is not true. Value comes in may forms other than cash or investment assets. This checklist will help you to take inventory of what...
