Q. Last year around this time, you wrote an article on year-end gift planning, but I cannot find the copy I saved. My wife and I are considering making large gifts to our two children to help them remodel their homes, and we would like to do so in a way that is “tax wise”…. Read More »
Monthly Archives: November 2022
Are You Missing Out on Benefits?
Q. Is there any resource on the Internet which has a compilation of benefit programs for seniors, all in one place and that’s easy to use? A. Yes! You may be unaware that seniors have access to hundreds of federal and state benefits programs that may assist them. Many retirees meet the requirements for these… Read More »