Should I Enroll in Medicare if I have Federal Retiree Coverage?   

Q. In your latest article, you discuss how elder care lawyers help seniors with planning in advance for the financial and health concerns that occur as we age. I really appreciate the assistance and advice your elder law firm … [Read more...]

Critter Corner: How Can Seniors Make the Most of Financial Literacy Month?

Dear Angel, I just read that April is Financial Literacy Month. What are some things I should think about when it comes to estate planning and retirement planning this month? Thanks for your help! Fi Nanshill -- Dear … [Read more...]

Is Retirement Good or Bad for Your Mental Health?

Retirement is supposed to be one of the best times in your life. You’ve worked for so many years to finally reach this point, and now you can relax and enjoy your time with family and friends. You can move to a warmer climate if … [Read more...]

What Is the Financial Impact of Caregiving? New Report Offers Interesting Insights and Valuable Tips

November is National Caregiving Month, a time to acknowledge the family caregivers who provide assistance to older adults, Veterans, people with disabilities, and those with serious and/or chronic health conditions. These … [Read more...]

What Happens When You Inherit an IRA from a Non-Spouse?

Marty’s brother, Ed, passed away suddenly. He never got married or had children, so he passed everything, including his Individual Retirement Account (IRA), to Marty. During one of the most difficult times in his life, while … [Read more...]

After the Covid-19 Pandemic—How It Has Impacted Retirement

Jane and Steve were planning on retiring in five years. Now, a year after the COVID-19 pandemic, those plans have changed. When Steve’s business wasn’t doing well this past year, they couldn’t contribute to their retirement … [Read more...]

Two New Provisions Make Reverse Mortgages More Desirable

Q. My husband, Bob, and I have lived in Northern Virginia for nearly fifty years and we have no plans of moving. We are original owners of our home and our mortgage has been paid off for nearly two decades now. Our children all … [Read more...]

Critter Corner: Wise Tips for Retirement from a 98-Year-Old

Dear Angel, I am thinking about retirement. I would love tips from someone who has “been there” for a while. Do you have any wisdom you can share from the people that you meet? I’d also like some practical tips when it comes to … [Read more...]

Are RMDs Back This Year or Will They Be Waived Again?

Q. I turned 70 in November 2019. I was planning on taking my first required minimum distribution (RMD) in May 2020 (when I turned 70½) until the government waived 2020 RMDs. Is my first RMD now due by May 2021? What about my wife, … [Read more...]

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