mastheadblog26

Do You Need to Pay Taxes if You Are Only Collecting Social Security?

Q. My husband and I plan to retire when we turn 70 and hope to live the “American dream.” We have saved our whole life to be able to enjoy our summers up north and our winters in Florida. After decades of having Social Security … [Read more...]

Critter Corner: How Does the Tax Act Change Things for Seniors?

Dear Magic, I am working on my 2018 taxes now. I understand that the Tax Cuts and Jobs Act is in effect for this year's taxes. How does this tax reform affect U.S. citizens ages 65 and older? Any financial credits still available … [Read more...]

The State of Long-Term Care

Susan and Joe never thought that they would need long-term care. They were both healthy eaters, marathon runners, and world travelers. To their surprise, when Joe was 67 years old, he developed Parkinson’s. At first, it wasn’t too … [Read more...]

What’s the Difference Between a Revocable and an Irrevocable Trust?

Q. I read your recent article about wills and probate last week. I decided that I love my family way too much to put them through such a nightmare, costing them their privacy, time, frustration, and money. We’ve decided that a … [Read more...]

Critter Corner: Questions to Ask at a Family Meeting

Dear Ernie and Jannette, My wife and I have a family meeting planned where we will be discussing senior housing and end-of–life options for her mother, who is in the initial stage of Alzheimer’s, so now is a good time to figure … [Read more...]

Division One Cheerleader at Mason is Breaking Barriers

Ann Catherine Heigl (Pic from Indianapolis Times Sentinel) Ann Catherine Heigl, a 19-year-old with Down syndrome, graduated from high school and became a student of George Mason University, through their LIFE program, a … [Read more...]

He Built Me a She-Shed, and Now He Wants to DIY Everything!

Q. My husband, James, retired last year after 35 years of teaching middle school history. He loved to teach, so in his spare time, he now tutors students. Besides tutoring, he loves working with his hands, so he became a … [Read more...]