How Estate Planning Helps You and Your Caregiver

Dear Angel, I have Parkinson’s and need lots of care, and I know things are just going to get tougher. My sister is my caregiver who helps me full-time. I heard that getting my estate planning and long-term care planning in … [Read more...]

Critter Corner: Beware of Tax Season Scams!

Dear Raider, A friend of mine told me that there has been an uptick in tax season scams, where identity thefts and refund thefts are taking place. What is this all about so we can stay vigilant? Thanks for your help! Rhee … [Read more...]

Critter Corner: Final Guidance Issued This Week to Help People with Medicare Prescription Drug Coverage

Dear Kiwi and Mango, Although I’m on Medicare, the costs for my prescription drugs are still quite high, and frankly, I’m having trouble affording them. I heard something about a new guidance that was recently released to help … [Read more...]

Critter Corner: How Do You Effectively Advocate for Yourself in the Hospital?

Dear Hayek, My father is undergoing treatments in the hospital. He depends on me when I am there, but I can’t be around as often as I would like to be because of my job. My father still has his wits about him, but he is … [Read more...]

Why Should Millennials and Gen Zers Care About Estate Planning?

Dear Raider, I’m in my 20’s and have never thought about estate planning. My older sister recently told me at a family gathering that she has her estate planning documents in place. I don’t understand why she would want to do … [Read more...]

Critter Corner: What Tax Deductions Should Seniors Know About this Year?

Dear Kiwi and Mango, We are filing our taxes this weekend. Are there any special tax deductions we should be aware of for seniors for the 2023 tax year? Thanks for your help! Dee Duxshuns --- Dear Dee, Many seniors … [Read more...]

Critter Corner: More than Half of Adults are Unprepared, Confused, and Anxious about Long-Term Care

Dear Angel, I follow Mr. Farr’s newsletter and understand the need to plan in advance for long-term care, since it’s only getting more expensive. Others I know do not see this as a priority. Is the lack of preparation in … [Read more...]

Critter Corner: What Do I Need to Do to Comply with the Corporate Transparency Act?

Dear Kiwi and Mango, I have an LLC that owns a rental property. I understand that I need to submit beneficial ownership information (BOI) to the US Department of Treasury's Financial Crimes Enforcement Network (FinCEN), per … [Read more...]

Critter Corner: How Can I Maintain and Improve My Cognitive Function in 2024? 

Dear Raider,  One of the things that I want to do in 2024 is to take actions to stave off dementia and improve my cognitive functioning, as much as I possibly can.  What are some things I can do to make this New Year’s … [Read more...]

The Best Holiday Gifts for Nursing Home Residents 

Dear Hayek,  This year is my mother-in-law's first Christmas in a nursing home. What are some thoughtful gift ideas to brighten her holidays, and what are some things we should keep in mind when shopping for her? Thanks so much … [Read more...]

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