We have published articles about many topics for numerous consumer and professional publications, and we have prepared many informative papers in connection with seminar presentations to professional and community groups. Many of these articles and papers are posted on this page for your education, and we look forward to adding more in the future.
Financial and Taxes
- 10 Income Tax Tips for 2012 (pdf)
- 10 New Years Resolutions for Retirement (pdf)
- 10 Ways for Retirees to Downsize Holiday Spending (pdf)
- 2008 Pensions for Veterans and Their Widowed Spouses (pdf)
- 2008 Tax Tips and Topics (pdf)
- A Short Primer on Trusts and Trust Taxation (pdf)
- Alert for Email IRS Refund Scam (pdf)
- Annuity Sales Scams-4/2008 Dateline Investigation (pdf)
- Avoid This Common Banking Error (pdf)
- Costs Associated With Reverse Mortgages on the Decline (pdf)
- Economic Stimulus Payments & Converter Box Coupons (pdf)
- End of an Era: Feds Quit Sale of Paper Savings Bonds (pdf)
- Family Loans – Think Carefully Now or Risk Chaos Later (pdf)
- FDIC Boosts Insurance Limit to $250,000 (pdf)
- Financial Abuse of Elderly on the Rise (pdf)
- Financial Protection and Planning: A Must for All Senior Women (pdf)
- How Risky Is Buying a Limited LTCI Policy (pdf)
- If Your Wallet Disappears (pdf)
- Income and Gift Tax Exemptions Increasing in 2009 (pdf)
- Irrevocable Income Only Trusts (pdf)
- IRS Releases Form to Helps Small Businesses Claim New Health Care Tax Credit (pdf)
- Is New Hybrid Long-Term Care Insurance Right for You (pdf)
- Life Insurance on Child With Disabilities (pdf)
- Lifeline Program Cuts Telephone Bills for Qualified Households (pdf)
- Most Parents of Special Needs Children Lack a Plan to Pay for Care (pdf)
- New ABLE Accounts Law Supports Financial Independence for Persons with Disabilities (pdf)
- New Credit Card Law Provides Protections (pdf)
- New Tax Break for Widow Selling Residence (pdf)
- No Income Limit on Roth IRA Conversion in 2010 (pdf)
- Nursing Home Residents Can Keep $250 Stimulus Payment (pdf)
- Retirement Plan Distribution Requirements Waived for 2009 (pdf)
- Reverse Mortgage Rules Allow Seniors to Buy New Homes (pdf)
- Seniors Must File Tax Return to Get Rebate Check (pdf)
- Seven Questions to Ask When Picking a Financial Advisor (pdf)
- Should You Carry a Mortgage Into Retirement (pdf)
- Special Needs Trusts and Eligibility for Subsidized Housing (pdf)
- Survey Shows Boomers and Parents Manage Economic Downturn Differently (pdf)
- Tax Deductions for Families of Special Needs Individuals (pdf)
- Tax Help in Caring for Your Aging Parent (pdf)
- Taxes and Special Needs Trusts (pdf)
- Temporary Capital Gains Tax Break Can Help Seniors (pdf)
- Ten Ways to Wreck Your Retirement (pdf)
- Third Party Can Be Liable for Another’s Nursing Home Bill (pdf)
- Top 10 Signs of Elder Financial Abuse (pdf)
- Top Five Money Moves to Make in Your 50s (pdf)
- Top Ten Retirement Trends to Watch in 2009 (pdf)
- Top Ten Signs of Elder Financial Abuse (pdf)
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