If you are over the age of 65, you usually will have a red, white and blue Medicare card. However, do you understand the alphabet soup of Medicare Parts A, B, C and D? The original Medicare, and prior to …
To Gift Or Not To Gift
You have probably heard from family or friends that you can give up to $10,000 per year without having to report or pay tax on it. As is the case with most legal and tax advice you hear from family …
Reverse Mortgages
You have probably heard about reverse mortgages. But do you really know what they are the circumstances in which you would use them. There are several different types of reverse mortgages. Since it is reported that more than 99% of …
Interview Tips
A couple of weeks ago, I discussed resumes and what I, as an employer, have found that would make me more likely to interview a job applicant. If you recall, twice this year, I have gone through the hiring process, …
Sep Savvy Education Trusts
You are thinking about leaving something to the grandkids when you are gone. Or, you don’t have any children of your own and want to leave an inheritance to your nieces and nephews or great nieces and great nephews. However, …
Tax Deferred Exchanges
The real estate market is starting to pick up again. Prices are rising. You have decided to sell the rental or other business or investment property you have owned for years. You have been holding off selling because you have …