Critter Corner: Should You Tell Your Heirs What They Should Expect to Inherit? 

Dear Kiwi and Mango,  My wife and I are in the process of doing our estate planning documents. One decision we have yet to make is whether we should tell our heirs what they should expect to inherit, in advance. What are some … [Read more...]

Critter Corner:  Important Things to Keep in Mind if You Are Planning Your Own Funeral 

Dear Hayek,  A wedding celebrates a beginning, and a funeral acknowledges an ending. During both occasions, friends and family gather together to share an important event in someone’s life. I planned my wedding 40 years ago, … [Read more...]

Critter Corner: Maryland Officially Launches State-Run Retirement Program

Dear Angel, My husband and I live in Maryland and are both still working. We are doing the best we can when it comes to saving for retirement. His work doesn’t have a program in place at this time. I heard something about a new … [Read more...]

Critter Corner: When Father’s Day Isn’t a Joyful Occasion

Dear Oakley, When I flip through Facebook, walk into the greeting card aisle at the store, or turn on the TV, I see advertisements and cards for a happy Father’s Day. I lost my dad a few years ago and my husband and dad of our … [Read more...]

Critter Corner: Having a Dementia-Friendly Holiday

Dear Magic, You look so cute in your Christmas tree headband that I thought I would ask you this question. My mom is coming for Christmas and will be at my home for several days. I haven’t seen her for a while, and my … [Read more...]

Critter Corner: FTC Urges Research Before Charitable Donations

Dear Hayek, I am thinking about giving charitable donations this month. I want to make sure that the charities I am choosing are legitimate and that most of the money I give goes to those in need. I also want to make sure I’m … [Read more...]

My Retirement Plan Is You – Adult Children Giving Back to Their Parents in Retirement

Rebecca Danigelis, an immigrant from England, first visited the YWCA on Clarendon Street in Boston in 1978, after she attended rape counseling sessions. Five years later, she moved into a low-income apartment there with her two … [Read more...]

Should You Convert Your Traditional IRA into a Roth IRA?

Q. My husband and I are hoping to retire in five years, and we’re finally ready to do our retirement planning and estate planning. We both have significant amounts in traditional IRAs and are wondering if we should consider … [Read more...]

Critter Corner: IRS Announces Contribution Limits for IRAs in 2022

Dear Hayek, I heard that the Treasury Department has announced inflation-adjusted figures for retirement account savings for 2022. It seems that contribution limits are up for workplace plans. Are they also up for Individual … [Read more...]

What Joe Namath isn’t Telling you About Medicare…

Many of you have seen the Joe Namath commercial talking about the free benefits you can get with Medicare, such as rides to medical appointments, private home aides, delivered home meals, and more. I’m happy to say that the … [Read more...]

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