A digital asset is essentially anything that is created and stored online that is uniquely identifiable and possesses value of some kind.

Managing your digital assets is becoming essential for comprehensive estate planning

By Colin McCandless, Contributing Writer  REGION - In this digital age, the bulk of our personal and financial resources reside online, from bank accounts, savings...
Setbacks in the stock market during a recession are usually temporary, so investors should stick to their long-term plans and not pull money out of the market.

What you can do if inflation leads to a recession

By David Wilkening, Contributing Writer REGION - Inflation is on the minds of just about everyone these days. But could it get even worse? Is...
Your chances statistically of being audited by the IRS are not likely―roughly 0.3% or 3 in 1,000.

Should you worry about being audited by the IRS?

By David Wilkening, Contributing Writer REGION – Being audited by the IRS is high on the list of things that many Americans dread.  It’s a fearsome...
Mike Festa

AARP helping to make sense of money matters in March

By Mike Festa, AARP Massachusetts State Director With a new year and tax season upon us, a lot of us start to think about money...
Borrowers over the age of fifty make up almost a quarter of the current debt owed.

Properly managing student loan debt is even more important for older borrowers

By Nance Ebert, Contributing Writer REGION - Student loan debt is a heavy burden for people of all ages. But did you know that borrowers...
Traits that make a good executor are someone who is trustworthy, organized, empathetic, fair and unbiased, and dependable.

Organization a key trait to being a good executor

By Nance Ebert, Contributing Writer REGION - The role of an executor for a someone’s estate holds a lot of responsibility. It is important for...
“Retirees are likely to see another sizable increase in their Cost-of-Living Adjustment (COLA) for their Social Security payments in 2023,” due to higher interest rates, says Susan Moore of Moore Financial Advisors in Watertown. Photo/Submitted

Higher interest rates are a double-edged sword

By Sharon Longo, Contributing Writer REGION - Having some money set aside may provide a sense of security, but many people often feel insecure when...
“For lower-income individuals, I would say annuities might still make sense if they don’t plan to leave a bequest,” says Gal Wettstein, senior research economist for the Boston College Center for Retirement Research.. (Photo/submitted)

Are annuities right for you?

By David Wilkening, Contributing Writer REGION - For decades, people have been buying annuities for a lot of reasons that sounded positive. They are long-term...
Health Savings Accounts can be a good tool for reducing your tax bill while setting aside money for health care, dental and vision expenses.

Health Savings Accounts can mean big savings

By Nance Ebert, Contributing Writer REGION - A Health Savings Account (HSA) is used to save and pay for future medical expenses. But bear in...
Boston-based attorney Marcia Wagner says apart from changing federal estate tax laws, the most important factor in estate planning may be a last will and testament.

How to avoid mistakes in estate planning

By David Wilkening, Contributing Writer REGION - If you’re considering estate planning, you might be putting it off until you’re older. Keep it simple, you...