Articles On:Retirement Planning, Elder Law, and Senior Finance

February 16, 2022

State Tax Breaks for Seniors

Tax editor at Kiplinger’s Personal Finance, Rocky Mengle, discusses state tax breaks for seniors – ...

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Happy Woman In New Home Photo By Aaron Amat Dreamstime. For article, Kiplinger’s tax editor discusses state tax breaks for seniors – tax-friendly states for retirees, less friendly states, and changes.
February 2, 2022

Making Retirement Savings Last

Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – ...

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Happy Couple Doing Finances Monkey Business Images Dreamstime. For article, Sandra Block of Kiplinger’s Personal Finance offer practical suggestions on making retirement savings last – including the classic 4% rule.
January 26, 2022

Your Retirement Savings Number Isn’t Magic

Don’t get too hung up on a retirement savings number, counsels Kiplinger’s Personal Finance writer ...

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Woman Finances Photo By Alexey Kuznetsov Dreamstime. For article, Don’t get too hung up on a retirement savings number. Other considerations are essential as you plan to retire – or live in retirement.
January 19, 2022

Financial Recommendations for 2022 for Retirees and Others

Business analyst Jill Schlesinger, CFP, looks at what’s new in 2022, including Americans’ financial moods. ...

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Piggy Bank And Coins Photo By Phoomrat Withayachaya Dreamstime. For article on financial recommendations for 2022, including for retirees
January 14, 2022

Peer-to-Peer Payment Apps: What You Need to Know

Used to be, if we owed money to friends – say, we ate out together ...

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Smartphone with Venmo and PayPal apps with cash in the background. A primer for seniors on peer-to-peer payment apps (P2P): benefits and risks and fees, limits, speed, and best uses for six common services. Image from Tribune Content Agency, Kiplinger. Simple comparisons to help you choose.
January 6, 2022

BBB Warns of COVID-19 Test Scams

The BBB serving Central Virginia warns of COVID-19 test scams: scammers sell fraudulent coronavirus tests ...

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Woman Sick At Home in Bed on Phone Monkey Business Images Dreamstime, For article: Beware of COVID-19 test scams. Scammers sell fraudulent coronavirus tests while collecting personal information.
January 5, 2022

Retirement: How to Lower Taxes on Your RMDs

Sandra Block, senior editor at Kiplinger’s Personal Finance magazine, examines two ways to lower taxes ...

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Asian couple discussing money matters with a financial advisor. Monkey Business Images, Dreamstime. For article on How to lower taxes on your RMDs
December 8, 2021

5 Scam-Proof Best Practices

Katherine Reynolds Lewis, Kiplinger’s Personal Finance The financial experts at Kiplinger’s provide 5 scam-proof best ...

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Seniors lose a lot of money to scammers. Image of older woman staring at her computer. For article, Kiplinger Retirement: 5 Scam-Proof Best Practices
December 1, 2021

4 Retirement Trends for the 2020s

By Catherine Siskos, Kiplinger’s Personal Finance The managing editor of Kiplinger’s Personal Finance, Catherine Siskos, ...

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Black couple talking to financial advisor Photo by Monkey Business Images Dreamstime. For article on retirement trends
November 19, 2021

Five Financial Profiles of Retirees

Janet Bodnar, Kiplinger’s Personal Finance Time for a quiz: How would you describe your lifestyle ...

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happy asian couple biking Photo Tom Wang Dreamstime. For article on financial profiles of retirees