Q. I give to charities every year during the holiday season. However, I’m concerned about the ramifications of doing so this year with the new tax law. Can I give as I usually do and take tax deductions, or is there something … [Read more...]
Critter Corner: Taxes in the DMV Area For Retirees
Posted on November 16, 2018 · Leave a Comment
Dear Bebe, My husband and I live in our family home in Northern Virginia, and are both recently retired. What state exemptions and deductions are available for retirees? Could you also tell me about Maryland and DC, since we … [Read more...]
Why Am I Left in the Waiting Room?
Posted on November 13, 2018 · Leave a Comment
Patricia Hardy Johnson was the mother of three daughters: Kathy Wolens, Deirdre Mistri, and Carol Alexander. Prior to her death, Patricia Johnson maintained several investment accounts with Citibank worth nearly $850,000 that were … [Read more...]
Veterans Benefits for Alzheimer’s and Dementia
Posted on November 9, 2018 · Leave a Comment
Q. I read that Veterans who experienced brain trauma in the course of their service are at a 60% higher risk for developing dementia, while those who have experienced PTSD are twice as likely. My father is a Vietnam Veteran who … [Read more...]
Critter Corner: Resources for Veteran’s with Dementia
Posted on November 9, 2018 · Leave a Comment
Dear Magic, My mother is a veteran who has dementia and I will be her main caregiver. Do you know of any resources that can help me better understand veterans and dementia and provide tips for me in my new caregiver role? … [Read more...]
Will You be a Financial Burden to Your Adult Children?
Posted on November 6, 2018 · Leave a Comment
Lois has a long history of money mismanagement, but she’s gotten much better about saving money as she’s gotten older. When her mother died, Lois inherited a modest sum, and was quite disciplined with the money. She didn’t buy the … [Read more...]
Estate Planning for Every Stage of Life
Posted on November 2, 2018 · Leave a Comment
Q. I am a middle age divorcee who lives in a condominium complex with people of all ages, some who rent and others who own. My next door neighbors are a 60-year-old couple who have been married for 35 years, and on the other side … [Read more...]
