Jalene Hahn: Know the signs of financial abuse to protect seniors
Perpetrators of elder theft are often people known and trusted by older adults.
Perpetrators of elder theft are often people known and trusted by older adults.
In addition to annual tax planning, one concept to consider is looking at lifetime tax implications and trying to achieve lifetime tax smoothing.
One thing I try to remember is that there are things within our control and others that are beyond our control.
Probate is the process by which debts are paid and assets are divided after a person passes away. The probate process can apply whether or not the deceased left a will.
While having sufficient resources to last for your lifetime is important to your quality of life, a bigger question is, “What’s your purpose?”
From the Silent Generation to the GenZers, every demographic group is facing challenges to comfortable retirements.
While seniors can’t directly affect the inflation rate, there are ways to minimize the shadow it casts over their retirement.
One advantage of using a QCD to make a charitable contribution is that the money comes out of the IRA tax-free.
If you are spending more than you earn, your financial situation will deteriorate. Increasing your level of savings will provide future choices.
I wish I could predict the future, but even though my crystal ball has been in the shop several times, it still remains cloudy.
When you’ve been hit by Cupid’s arrow, you need to make sure your finances come out intact even if your heart doesn’t. The financial stakes are generally higher for individuals over 50.
It is well documented that health issues, problems with money, and poor mental health influence one another.
Year-end 2021 tax- and estate-planning efforts are being influenced by proposed tax law changes, the lingering pandemic, the threat of inflation and general economic uncertainty
The Chartered Financial Analyst Institute identifies five distinct financial gaps between men and women: wages, wealth, retirement needs, retail investing and institutional investing.
Medicare coverage is complicated. For many, reviewing current plan coverage and making a change brings uncertainty and confusion.
Identifying your money stories and messages is the first step to being able to change unhelpful thought patterns and move toward a healthier relationship with money.
He reminded me that “retirement readiness” is more than having the money in the bank; it needs to take into consideration all aspects of your well-being—financial, social, emotional and physical.
Bringing manipulative and harmful practices to light will help all of us protect ourselves.
Most instances of economic collapse are the result of war, corruption or gross economic mismanagement. Government action or inaction will dictate the severity of the shock.
Existing debt is often a contentious topic especially if one party has a disproportionate amount. Deciding how to tackle the debt will impact other priorities.