Medicare Beneficiaries Need to Know the Difference Between a Wellness Visit and a Physical
Medicare covers preventative care services, including an annual wellness visit. But confusing a wellness visit with a physical could be very costly.
DetailsMedicare covers preventative care services, including an annual wellness visit. But confusing a wellness visit with a physical could be very costly.
DetailsSocial Security survivor’s benefits provide a safety net to widows and widowers. But to get the most out of the benefit, you need to know the right time to claim.
DetailsIf you give away more than $15,000 in 2019, you technically would need to file a gift tax return, but don’t worry about it unless you think you’ll be gifting more than $11.4 million during your life.
DetailsIf you become incapacitated, who will make your medical decisions? A health care proxy allows you to appoint someone else to act as your agent for medical decisions.
DetailsFunerals are among the most expensive purchases many consumers will ever make. Don’t let funeral directors pressure you into buying more than you need.
DetailsThe number of older Americans with student loan debt – either theirs or someone else’s — is growing. Sadly, learning how to deal with this debt is now a fact of life for many seniors heading into retirement.
DetailsDonor-advised funds are a growing trend in giving that may get more popular due to the new tax law.
DetailsPaying for day care is one of the biggest expenses faced by working adults with young children, a dependent parent, or a child with a disability, but there is a tax credit available to help working caregivers defray the costs of day care.
DetailsWhether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out?
DetailsIf you are over age 60 and you haven’t changed your estate plan in many decades, it’s almost certain that you need to update your documents and start reviewing them every five years.
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