Recommended Vaccines for Medicare Recipients

April 26, 2024
My spouse and I recently turned 65 and would like to find out which vaccines are recommended and covered by Medicare?...

Choosing a Retirement Community

April 19, 2024
Can you help me find retirement communities that offer a range of housing options and care services, from independent living to nursing home care? I...

Health Travel Tips for Travelers

April 12, 2024
We have been looking forward to traveling, but my spouse has a heart condition and back problems. What tips can you offer those with health...

Prepare For Hurricanes, Wildfires and Tornadoes

May 3, 2024
On May 1, 2024, the Internal Revenue Service (IRS) reminded taxpayers that soon it will be prime season for natural disasters. The National Wildfire Awareness Month is May and National Hurricane Preparedness Week starts May...

Payment Options for Late Tax Filers

April 26, 2024
In IR-2024-116, the Internal Revenue Service (IRS) outlined ways that late tax filers could comply with filing and payment rules...

No IRS Victory Lap on Direct File

April 19, 2024
On April 16, IRS Commissioner Daniel Werfel spoke before the Senate Finance Committee. Werfel discussed the completion of the tax filing season on April 15 and the new Direct File option available to taxpayers in...

Family Business - Sell and Retire

May 3, 2024
Bill and Alice started their family business many years ago. The early years were very challenging. Both worked without salary and it was a great struggle to finally get the business on a solid financial...

Loans and Sales to Children

April 26, 2024
Parents are frequently approached by children who desire loans for various purposes. Parents may make a loan to a child for the down payment on a home, to start a new business, to cover costs...

Gifts with Life Income

April 19, 2024
Many friends of charity have acquired appreciated property over time. A great way to use this appreciated property is for a charitable gift...