Finance
- It’s the giving season
- 11/25/2024
- Medical considerations
- 10/25/2024
- Committed couples
- 9/23/2024
- The credit shelter trust
- 9/3/2024
- Keeping decisions personal
- 7/30/2024
- Travel Plans
- 5/28/2024
- Home sweet home
- 4/23/2024
- Vulnerable to abuse
- 3/26/2024
- Don’t be a victim!
- 3/26/2024
- Wills vs. Trusts – Which is Right for You?
- 1/23/2024
- Estate Plan Basics
- 12/21/2023
- You can’t take it with you
- 11/20/2023
- Estate Tax Update
- 10/24/2023
- Coping with care-giving
- 9/26/2023
- 3 BIG Questions: Mike Festa
- 8/22/2023
- If you need care...
- 8/22/2023
- A Woman’s Plan
- 8/1/2023
- Planning for special needs
- 6/20/2023
- Travel Plans
- 5/22/2023
- Your end-of-life wishes
- 4/25/2023
- 3 BIG Questions: Mary-Anne Schelb
- 3/21/2023
- A Man’s Plan
- 3/21/2023
- Good Grief
- 2/21/2023
- Blended families
- 1/24/2023
- An estate plan review
- 12/20/2022
- Charity and your estate
- 11/23/2022
- 3 BIG Questions: Steven Connor and Eric Seguindo
- 10/24/2022
- Estate planning myths
- 10/24/2022
- Credit shelter trusts
- 9/22/2022
- 3 BIG Questions: Edward Lawrence
- 8/23/2022
- Grandkids and college
- 8/23/2022
- The life estate
- 7/26/2022
- 3 BIG Questions: Mary-Anne Schelb
- 6/21/2022
- The Pet Trust
- 6/21/2022
- Your child as caregiver
- 5/24/2022
- Veterans benefits
- 4/26/2022
- Staying at home
- 3/22/2022
- Elder abuse
- 2/25/2022
- For the love of your partner
- 1/25/2022
- Choosing a lawyer
- 12/27/2021
- Leaving it to charity
- 11/24/2021
- The will
- 10/28/2021
- The Special Needs Trust
- 9/21/2021
- The reverse mortgage
- 8/24/2021
- The ethical will
- 7/27/2021
- Protecting your nest egg
- 6/22/2021
- Vacation planning
- 5/25/2021
- Just two documents
- 4/28/2021
- The IDIOT Trust
- 3/24/2021
- Collector’s Primer
- 2/24/2021
- Suddenly retired?
- 1/27/2021
- The family business
- 1/27/2021
- Reviewing your estate plan
- 12/21/2020
- Year-end tax planning
- 11/24/2020
- The Special Needs Trust
- 10/23/2020
- Charitable Giving
- 10/2/2020
- Will vs. Trust
- 8/31/2020
- Good Grief
- 7/30/2020
- Staying at home
- 6/23/2020
- Three BIG Questions: Charlie Epstein
- 5/26/2020
- Caregiver stress
- 5/26/2020
- COVID-19 Considerations
- 4/24/2020
- Payroll taxes and Social Security
- 3/24/2020
- A Man’s Plan
- 3/24/2020
- Choosing the right documents
- 2/24/2020
- For the love of your partner
- 1/21/2020
- Your estate plan
- 12/20/2019
- Holiday season tax planning
- 11/27/2019
- Long term care
- 10/24/2019
- The 2020 COLA
- 9/26/2019
- Estate Planning Myths
- 8/30/2019
- Are you a collector?
- 7/30/2019
- The Homestead Declaration
- 6/27/2019
- Keeping the court out of your decisions
- 5/23/2019
- Creating an estate plan for a beloved pet
- 4/26/2019
- Women – plan for financial independence
- 3/22/2019
- Ethical wills – bequeathing life’s lessons
- 2/25/2019
- The reverse mortgage – is it for you?
- 1/25/2019
- Resolve to review your estate plan
- 12/20/2018
- It’s not too late to make a tax plan
- 11/20/2018
- Your estate: do you need a trust?
- 11/8/2018
- Digital assets and your estate plan
- 9/28/2018
- When your child is also your caregiver
- 8/31/2018
- Helping the grandkids with college costs
- 8/3/2018
- Put estate planning on your travel checklist
- 6/27/2018
- Caregiver stress – the next epidemic?
- 5/23/2018
- Giving them the business? Make a plan
- 4/23/2018
- Special needs require special planning
- 3/22/2018
- Three BIG Questions: Eli Baron
- 3/20/2018
- For the love of your partner, plan now
- 1/23/2018
- Resolve to review your estate plan
- 12/21/2017
- It’s not too late to slash your tax bill
- 11/17/2017
- Givers gain – charity and your taxes
- 10/24/2017
- The Life Estate Deed – one home protection option
- 9/22/2017
- The truth about the ‘gift tax’
- 8/30/2017
- 4 steps to choosing an attorney
- 7/27/2017
- Estate plans – don’t leave home without one
- 6/27/2017
- Make "Good Grief" your final gift to family, friends
- 4/28/2017
- 3 BIG Questions: Michael E. Festa
- 3/30/2017
- Elder abuse – could you spot the signs?
- 3/30/2017
- Estate planning myths explained
- 2/22/2017
- Wills vs. trusts – which is right for you?
- 2/1/2017
- You're just four documents from an estate plan
- 12/27/2016
- Year-end tax planning – it’s not too late
- 12/5/2016
- Aging in place – advice for elders and caregivers
- 11/2/2016
- You can't take it with you: Charity and your estate
- 9/28/2016
- Ethical Wills – bequeathing life’s lessons
- 8/24/2016
- Moving forward with a reverse mortgage
- 7/26/2016
- Plan your estate before you escape
- 6/30/2016
- Making a plan for your collection
- 5/26/2016
- Special needs require special estate planning
- 4/1/2016
- Estate Planning for Your Pet
- 2/25/2016
- For the Love of Your Partner... Plan Now
- 1/29/2016
- Your fiscal fitness plan
- 12/30/2015
- There’s still time for year-end tax planning
- 11/25/2015
- Long-term care a financial black hole
- 10/30/2015
- Long-term care a financial black hole
- 10/30/2015
- On Board
- 10/30/2015
- Estate planning – do you need a trust?
- 9/24/2015
- Estate planning myths explained
- 8/26/2015
- Estate planning myths explained
- 7/30/2015
- Wave of the future – 529 College Savings Plans
- 7/30/2015
- Starting a small business in retirement
- 6/25/2015
- You can’t take it with you – charity and your estate
- 5/26/2015
- Keeping the court out of your personal decisions
- 4/30/2015
- Hate your job? Time to fast forward that job search
- 3/27/2015
- Why every woman needs an estate plan
- 3/27/2015
- Why estate planning is so critical for women
- 2/26/2015
- Why you need to master the ‘60 Second Sell’
- 1/30/2015
- Planning for that ‘final approach’ to retirement
- 1/30/2015
- Protecting your assets from nursing home costs
- 1/30/2015
- Consider the risks before agreeing to cosign a loan
- 12/22/2014
- Resolve now to review your estate plan in 2015
- 12/22/2014
- Do you need ID theft insurance or credit monitoring services?
- 11/25/2014
- It’s not too late to do year-end tax planning
- 11/25/2014
- Your business – adding humor to the marketing mix
- 10/30/2014
- Recognizing elder abuse
- 10/30/2014
- Job hunting and social media – consider the implications
- 9/24/2014
- A will or a trust – which estate plan is right for you?
- 9/24/2014
- Who has access? Digital assets and estate planning
- 8/27/2014
- Establish an estate plan before your next trip
- 7/28/2014
- Remove guardianship barriers across state lines
- 6/26/2014
- Rollover funds choose a strategy that works for you
- 6/26/2014
- Taking the guesswork out of choosing an attorney
- 6/26/2014
- Networking: taking your show on the road
- 6/26/2014
- Protecting assets from nursing home costs with an irrevocable trust
- 5/28/2014
- Got a tax refund? Make a plan to use money wisely
- 4/24/2014
- On a job hunt? It's a whole new world out there
- 4/24/2014
- Stretch fixed incomes further with these money-saving tips
- 3/27/2014
- The life estate deed one option for protecting your home
- 3/26/2014
- Five ways you can improve your resume right now
- 2/26/2014
- Make plans for loved ones to experience 'good grief'
- 2/26/2014
- Now available: free help preparing your taxes
- 1/30/2014
- For the love of your partner... make plan for the future, now!
- 1/30/2014
- Say 'Cheese' Why you need a professional photo
- 12/24/2013
- Reviewing your estate plan: a New Year's resolution that's easy to keep
- 12/24/2013
- There's still time to plan for year-end tax savings
- 10/31/2013
- Dialogue urged on benefit cuts
- 10/30/2013
- Update your knowledge of estate tax provisions
- 9/26/2013
- The security of an estate plan is only four documents away
- 8/29/2013
- Same-sex married couples now have equal rights under federal law
- 7/23/2013
- Estate planning - don't fall for these four common myths
- 6/27/2013
- Considerations for collectors
- 5/29/2013
- Your estate: special needs require special planning
- 4/26/2013
- Making charitable giving part of your estate plan
- 3/27/2013
- Now available across the state: free help with your taxes
- 1/28/2013
- The pros and cons of choosing a reverse mortgage
- 1/28/2013
- A New Year's resolution that's easy to keep reviewing your estate plan
- 12/27/2012
- Uncle Sam is coming to dinner -- act now for year-end tax planning
- 11/23/2012
- Time to address the next aging epidemic caregiver stress
- 11/6/2012
- Keeping the court out of your personal decisions
- 9/21/2012
- Careful planning needed for long-term care costs
- 8/28/2012
- Wills and trusts offer options
- 7/30/2012
- Don't sink your retirement plan with low interest rates
- 6/25/2012
- Where there's a will, there's an heir
- 6/25/2012
- Invest in an IDIOT fund to protect assets
- 5/30/2012
- Staying at home: considerations for elders and their caregivers
- 4/23/2012
- You've earned a say: AARP launches program statewide
- 3/26/2012
- Steps for maxed-out IRA
- 3/26/2012
- Help with tax-time stress
- 2/27/2012
- Home is where the heart is
- 2/27/2012
- Ensuring your legal rights
- 1/30/2012
- Better planning for 2012
- 12/27/2011
- It's year-end planning time
- 11/28/2011
- How to choose an attorney
- 10/24/2011
- Details of a care agreement
- 9/26/2011
- How grief affects estate plans
- 8/26/2011
- Review your retirement financial strategies now
- 7/22/2011
- Planning for special needs: <p>Trusts and care plans for the disabled
- 7/22/2011
- Financial freedom a goal for all this Fourth of July
- 6/24/2011
- Planning with your partner
- 6/24/2011
- Long-term finance ideas regardless of age group
- 5/31/2011
- Estate planning for men
- 5/26/2011
- Feminine financials
- 4/22/2011
- Organizing estate plans
- 3/25/2011
- Reducing estate taxes
- 2/17/2011
- Don't be tricked by the new "grandparent scam"
- 1/24/2011
- Establishing a pet trust
- 1/24/2011
- Financial Wellness 2011
- 12/28/2010
- Financial Wellness 2011
- 12/22/2010
- Home and automotive insurance tips for seniors
- 11/26/2010
- Nursing home costs
- 11/26/2010
- Caring for caregivers
- 10/25/2010
- Plan now to protect pets
- 9/27/2010
- Estate planning myths
- 8/27/2010
- What seniors should know about ID theft and fraud
- 7/28/2010
- Making a gift to charity
- 7/28/2010
- Despite global worries, potential values in stocks
- 6/29/2010
- When to contest a Will
- 6/29/2010
- Planning for retirement
- 5/24/2010
- Clarifying Wills and Trusts
- 5/24/2010
- Homewatch Caregivers releases new guide
- 4/26/2010
- Tips for a recovering market
- 4/26/2010
- Considering one's collection also means planning ahead
- 4/26/2010
- Better times may be ahead
- 3/30/2010
- Planning on taking a trip? Some legal tips to remember
- 3/30/2010
- When is a gift not so grand? When taxes are involved
- 2/22/2010
- Legal solutions to consider discussing with your partner
- 1/26/2010
- It's wise to pay down loans while Fed rates remain low
- 1/26/2010
- Resolve to get your debt under control this year
- 12/29/2009
- Estate planning made easier: resolutions you can achieve
- 12/29/2009
- Prioritize retirement sums
- 11/24/2009
- Rebalancing funds in 2010
- 11/24/2009
- Plan ahead for Uncle Sam this holiday season
- 11/24/2009
- Navigating the minefield of caregiving from a distance
- 11/17/2009
- The DOW hits 10,000 again... and what that number means
- 11/17/2009
- Women, don't wait! Take steps now to maintain your financial independence later
- 9/29/2009
- Six ways to make your retirement a reality (even in a bad economy)
- 9/29/2009
- Oct. 2009:Marci's Medicare Answers
- 9/29/2009
- Recession recovery: frustrating politicians, the media, the public
- 8/24/2009
- The Life Estate Deed: one option for protecting your home
- 8/24/2009
- Sept. 09 Marci's Medicare Answers
- 8/24/2009
- Steady as you go: Can dollar cost averaging beat market timing?
- 7/27/2009
- Consider options before moving forward with reverse mortgage
- 7/27/2009
- Aug. 09 Marci's Medicare answers
- 7/27/2009
- Grandparents forking over funds to grandkids
- 7/15/2009
- Number of Americans Delaying Retirement Beyond Age 70 Increases Because of Economic Crisis
- 7/14/2009
- The basic Estate Plan. don't leave home without it
- 6/29/2009
- Even well-off boomers now rethinking retirement plans
- 6/29/2009
- Social media- worth an investor's look?
- 6/29/2009
- July 09 Marci's Medicare Answers
- 6/29/2009
- AARP to host free job-search webinar June 11 for workers ages 45 and up
- 5/27/2009
- Is the economy springing to life?
- 5/27/2009
- It only takes two documents to keep the Court out of your personal affairs
- 5/27/2009
- Is an IDIOT Trust ever a smart estate planning choice?
- 4/28/2009
- Invest wisely: Understanding, buying Certificates of Deposit
- 4/28/2009
- May 09 Marci's Medicare Answers
- 4/28/2009
- April 09 Marci's Medicare Answers
- 4/13/2009
- Where there s a Will, there s an heir
- 4/13/2009
- Credit shaky? Time to find out where your money goes!
- 3/30/2009
- Hold on investors ,,, history's on your side!
- 2/23/2009
- Providing care for aging parents
- 2/23/2009
- Retire Online. It's So Easy!
- 2/23/2009
- March 09 Marci's Medicare Answers
- 2/23/2009
- Three to watch in '09: IRAS, Munis, Capital Gains
- 1/27/2009
- Feb. 09 Marci's Medicare Answers
- 1/27/2009
- Financial lessons for the new year
- 1/5/2009
- Supporting your parents ...is it your duty?
- 12/24/2008
- Four ways to generate cash in a down economy
- 12/1/2008
- Can you achieve stock-like returns with bonds?
- 11/24/2008
- Charitable giving can be a tax advantage this year
- 11/24/2008
- Dec. 08 Marci's Medicare Answers
- 11/24/2008
- Eight tips for finding a great part-time job
- 10/29/2008
- Ten steps to a successful personal reinvention when times are tough
- 10/27/2008
- How a good plan can help family handle grief at your death
- 10/27/2008
- The smartest investment kid's college fund or your retirement?
- 10/27/2008
- Nov. 08 Marci's Medicare Answers
- 10/27/2008
- Do you have a Homestead Declaration?
- 9/30/2008
- Financial security
- 9/30/2008
- Oct 08 Marci's Medicare Answers
- 9/30/2008
- Oct. 08 Facts about Insurance Giant AIG
- 9/30/2008
- Sept. 08 Marci's Medicare Answers
- 9/2/2008
- A trio of organizational tricks to keep your finances on track
- 9/2/2008
- Getting your estate in order is a final gift to your loved ones
- 9/2/2008
- Ethical Wills
- 8/5/2008
- Examining current market forces
- 8/5/2008
- Aug. 08 Marci's Medicare Answers
- 8/5/2008
- Are you looking for financial relief?
- 7/2/2008
- You can't take it with you
- 7/1/2008
- Seeing the potential:when a local business sets a trend
- 7/1/2008
- July 08 Marci
- 7/1/2008
- June 08 Marci
- 6/3/2008
- [steppinguptothepla2]
- 6/3/2008
- Stepping up to the plate - estate planning for men
- 6/3/2008
- Risk taking is good for your portfolio . just don't overdo it
- 6/2/2008
- Senior Cost of Living Index proposed
- 5/12/2008
- May 08: Marci's Medicare Answers
- 5/5/2008
- A woman's plan for independence whatever turn life takes
- 5/5/2008
- Investment management for women: you've got to understand your money
- 5/5/2008
- April 08 - Marci's Medicare Answers
- 3/27/2008
- Estates -your plan your way
- 3/27/2008
- Portfolio diversification it's the best hedge bet in uncertain times
- 3/27/2008
- Investing now: should I zig or zag or what?
- 3/3/2008
- Will your nest egg pay your nursing home costs?
- 3/3/2008
- March 08- Marci's Medicare Answers
- 3/3/2008
- For the love of your partner . . . you need to plan your estate now
- 2/4/2008
- Investments, blended families and making it all work
- 2/4/2008
- Socially responsible investing
- 1/2/2008
- Time to review your estate plan
- 1/2/2008
- Improve your financial health in 2008
- 1/2/2008
- Jan 08 Marci Medicare Answers
- 1/2/2008
- Social Security warns of New Scams
- 12/4/2007
- Uncle Sam is coming to dinner!
- 12/3/2007
- AARP Tax-Aide Volunteer Opportunities Now Available
- 12/3/2007
- Dec. 07 Marci Medicare Answers
- 12/3/2007
- When everybody wants a donation
- 11/21/2007
- When it's all going to the dogs
- 11/6/2007
- Nov. 07- Marci's Medicare Answers
- 11/6/2007
- Recognizing, preventing elder abuse
- 10/1/2007
- Identity theft who's got your numbers?
- 10/1/2007
- Oct. 07 - Original Medicare or a Medicare Private Health Plan?
- 10/1/2007
- Oct. 07 Marci's Medicare Answers
- 10/1/2007
- Marci's Medicare Answers
- 9/5/2007
- Is a small business your encore?
- 9/4/2007
- Stopping identity thieves in their tracks
- 8/6/2007
- Picking the next Picasso
- 7/3/2007
- The basic estate plan
- 6/6/2007
- Entrepreneurship
- 4/30/2007
- Marci's Medicare Answers for April 2007
- 4/17/2007
- How to: Maintain your purchasing power in retirement
- 4/17/2007
- How to: Prepare your portfolio to weather uncertain times
- 4/4/2007
- HOW TO:Take the guesswork out of choosing an attorney
- 4/2/2007
- Retirement planning: what to do now, and why
- 3/8/2007
- Helping couples navigate the pension payout puzzle
- 2/5/2007
- Marci's Medicare Answers
- 2/5/2007
- Yes, you can become fiscally fit in 2007!
- 1/2/2007
- 'Tis the season . . . to review your estate plan:
- 1/2/2007
- The "We" Generation
- 12/5/2006
- Co-owning property with your spouse or children
- 11/6/2006
- Inflation and your dollars .
- 11/6/2006
- A fresh look at the variable annuity
- 10/5/2006
- Homestead Declaration Sweet Homestead Declaration
- 9/26/2006
- At retirement, age does matter
- 9/5/2006
- Health care proxies and powers of attorney
- 8/1/2006
- Where there's a will, there's a heir
- 7/5/2006
- Marci's Medicare Answers
- 6/5/2006
- 10 Key Strategies for Late Retirement Planning
- 5/2/2006
- Disability protecting your nest egg
- 4/11/2006
- Your place or mine? addressing the caretaker child conundrum
- 3/6/2006
- Finance 101 - money management made easy
- 2/13/2006
- Financial Resolutions for 2006
- 1/5/2006
- 'Tis the Season To review your estate plan
- 12/5/2005
- Understanding the language of 'caps'
- 10/31/2005
- Is it good for your plan?
- 10/4/2005
- Sharing your welath now ...
- 9/6/2005
- Annuities do you really understand what you're getting for your money?
- 8/10/2005
- SS offfers $ toward 2006 drug benefit costs
- 7/6/2005
- Investing isn't a gamble...
- 7/5/2005
- Putting Your Retirement on Firm Footing
- 6/12/2005
- The Father's Day splurge ... and when it's O. K. to indulge
- 6/6/2005
