by Pam Horowitz | Jul 10, 2025 | Retirement
SECURE 2.0 changes will allow older workers to increase their retirement savings. Here’s what you need to know. By Kelley R. Taylor, May 2025, In News, Kiplinger.com The SECURE 2.0 Act continues to reshape retirement savings in 2025, offering new opportunities...
by Pam Horowitz | Jun 9, 2025 | Aging
Opening a joint account provides a way to monitor an older person’s finances. By Ella Vincent, February 17, 2025, Kiplinger.com According to the National Institute on Aging, six million Americans age 65 and older are living with Alzheimer’s disease. If dementia or...
by Pam Horowitz | May 8, 2025 | Retirement
By Jacob Schroeder, February 1, 2025, Kiplinger.com If you must retire early due to disability or to care for a loved one, these six steps can make it work financially. Early retirement may seem like a fortunate break, but for many, it’s far from a choice. Often, it’s...
by Pam Horowitz | Apr 4, 2025 | Tax
Your tax-filing options explained. by Fidelity.com, January 31, 2025 Key takeaways Options for filing taxes include getting free help from the IRS, paying for tax software, or hiring a pro. Whether you go solo or with a tax pro, the IRS says you’ll get a refund...
by Pam Horowitz | Mar 12, 2025 | College
By Bob Niedt, in Features Kiplinger.com Whether it’s to complete a degree, gain new knowledge or just for fun, seniors and retirees can go or get back to school “on the cheap. As a retiree, you’re already a bonafide graduate of the school of hard knocks —...
