November 15, 2020
A few planning tips as we head into the final days of 2020 that we thought you might find helpful. As always, if any of these interest you
September 30, 2020
A few weeks ago, we moved my 98-year-old mother from independent living to long-term care. One of the reasons why we selected the community
September 30, 2020
Compliments of AARP The Magazine1, here are “8 smartphone apps to make life safe.” Some might be useful to you, an elderly parent, or to any
August 15, 2020
If you spent the past five months in lunar orbit and recently opened your brokerage statement, your reaction was probably akin to ho-hum. For
August 15, 2020
Raise your hand if you share one of my many idiosyncrasies: I don’t like change. (Let me qualify that comment. When Dunkin Donuts added
August 15, 2020
By: John Zeltmann
Times like these are rife with opportunities for potential fraudsters. While the unsuspecting public spends a lot of energy
June 30, 2020
You’re welcome to call me a skeptic (or worse) but I fall into the camp that says we’ll be battling a second wave of COVID-19 when it revisits us
March 31, 2020
In late March 2020, Congress passed a $2 trillion stimulus package called the CARES Act - the Coronavirus Aid, Relief, and Economic Security Act
February 15, 2020
Over the past few years, a lot has been written about the transfer of inter-generational wealth. The premise is that the Baby Boomers – or
February 15, 2020
By: John Zeltmann
Recently I received a very helpful email from Social Security, filled with tips on how to avoid scams related to my Social
December 31, 2019
While shopping recently, I was asked by a cashier how much she would owe in taxes on an IRA she liquidated. It was an interesting question on
By John Zeltmann
December 24, 2019
Congress recently passed one of the most significant pieces of retirement planning legislation in a decade: The Setting