It is that time of year. Those of you who are receiving Social Security benefits in 2022 should have received an annual COLA notice sometime during December (unless you have opted out of mailed notices – more on that below). A typical statement is shown on the left.
PLEASE … Continue Reading
Tying the Knot? Or Just Moving In?
When a client tells me that he or she is considering a second marriage, for terribly unromantic reasons (I guess I’m the anti-cupid...darn lawyer!) I recommend that the client plan carefully—very carefully—before going into a later-in-life … Continue Reading
UPDATED April 16, 2020
If you or someone you know is on Medicaid (Nursing Home) or Special Assistance (Assisted Living Facility): READ THIS. This article has very important information about the effects of the $1,200 stimulus payments under the Coronavirus Aid, Relief, and … Continue Reading
CAUTION: This column was first written in 2016 and has been updated for 2019. You may reader comments below from earlier years.
Mom (who is 70) is on Social Security and worked part time at Burt’s FastBurgers to earn a little extra and socialize a bit more than she might … Continue Reading
CAUTION: This column was written in 2016 and has been updated for 2019. You may reader comments below from earlier years.
In another post I discussed how much someone can earn without having to file a federal tax return. I suggest you go back and look at that post first. Then I … Continue Reading