by Jackie Cara | Feb 11, 2025 | Uncategorized
The rules surrounding taxes on gifts often create confusion. With the 2025 tax season kicking off, be sure you understand the nuts and bolts of the gift tax, including when a gift tax form needs to be filed. What Is the 2024 Gift Tax Exclusion? The annual gift tax...
by Jackie Cara | Feb 11, 2025 | Uncategorized
Winter can be an enjoyable time of the year, with holidays, time with family, and winter scenery. But it can bring challenges, especially for older adults. Keeping a home warm enough can be expensive, staying warm while outside is more difficult, and driving, and even...
by Jackie Cara | Feb 10, 2025 | Uncategorized
Takeaways Many people misjudge how much they will need for retirement health care expenses. Failing to properly account for these costs can severely affect retirement security, leading to financial strain and potential reliance on government assistance. It can be easy...
by Jackie Cara | Feb 10, 2025 | Uncategorized
Takeaways Aging in place involves making modifications to ensure safety, comfort, and accessibility for older adults. Home modifications, measures for preventing falls, and fire and carbon monoxide safety are crucial for creating a safer environment. Maintaining...
by Jackie Cara | Dec 4, 2024 | Uncategorized
Does having more money lead to greater happiness? Some people will say yes, and others will say no. The answer is actually more nuanced. The effect income has on happiness can vary greatly depending on factors such as how much money one already has, cultural...
