mastheadblog26

How Having a Special Needs Loved One Affects Estate Planning and Retirement Planning

Q. Our daughter, Sophie, has an Autism Spectrum Disorder (ASD). She is verbal, but needs lots of help academically and with her social skills. She may not be able to live independently when she becomes an adult. When it comes to … [Read more...]

Critter Corner: When a Loved One or Pet is Distressed by Fireworks

Dear Hayek, Tomorrow is the 4th of July and despite the coronavirus, I heard that our new neighbors will be putting on a big fireworks display. I'm concerned about my husband, who has dementia, and our senior dog, Hodge. What … [Read more...]

Virginia Allocates $246 million to Help Long-term Care Facilities After COVID-19 Pandemic

At a retirement community in Springfield, the last scheduled event that Lea (88) attended was a Valentine’s Day dance in February. Since then, there have been no more potluck dinners, card games, special outings, or other social … [Read more...]

Understanding the Changing RMD Landscape in 2020

Q. I understand that the rules for Required Minimum Distributions (RMDs) from workplace retirement plans and individual retirement accounts have changed this year due to the SECURE Act earlier in the year and the recently enacted … [Read more...]

Critter Corner: Charitable Giving During the 2020 Tax Season

Dear Ernie and Jannette, We want to support our favorite local charities and small businesses as much as we can while they are reviving themselves from all the changes in their business environments. We would like to give now, … [Read more...]

Does Habitat for Humanity Help Seniors Age in Place?

Elena, 85, moved into a ranch house decades ago, hoping to grow old gracefully in her one-story home. As she started getting older and was on her own, she worried about how she would tackle the upkeep her home required. Thirty … [Read more...]

Retirement Risks faced by Millennials, Generation X, and Baby Boomers

Q. My husband, Glenn, and I are in our 50’s and deciding when to retire. We’re finding decisions about retirement (when to retire, where to retire, how much to save, etc.) to be some of the biggest decisions we have had to make. … [Read more...]