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

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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...
While I bonds are not a total answer to inflation, they can play a role in at least reducing it or helping to solve it.

I bonds are an investment that benefits from inflation

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By David Wilkening, Contributing Writer REGION - Inflation news is almost always grim. But I bonds, a low-risk investment that flies under the radar for...

Recession or depression – Reverse Mortgages as the solution

By Alain Valles, MBA, MS  One of the oldest economic quips is — “a recession is when you lose your job, and a depression is...
When you convert a Traditional IRA to a Roth IRA you pay income tax on the amount of money being converted.

Should you convert to a Roth IRA?

By Nance Ebert, Contributing Writer REGION – For many people there is typically some confusion when it comes to retirement savings plans and how best...
Because Massachusetts is not a community property state, when a married resident of the state dies, their spouse does not owe their debts.

What happens to your debt when you die?

By Nance Ebert, Contributing Writer REGION - When people think about planning for their eventual demise, the focus is usually on assets. But what about...

Reverse Mortgages – You should be concerned. I am.

By Alain Valles, MBA, MS  I’ve been helping senior homeowners for over 20 years navigate how to financially age in place. Reverse mortgages are an...
The Center of Retirement Research at Boston College found that one strong indicator of whether long-term care was needed is whether a person is in good health during his or her 60s.

Should you buy long-term care insurance?

By David Wilkening Contributing Writer REGION - If you want the protection of buying long-term care insurance, it helps if you have a lot of money....

Reverse Mortgages – Children’s concerns

By Alain Valles, MBA, MS Are you at least 62 years old and own a home with some equity? Do you wish to have access...

When to start collecting Social Security is one of the most important retirement decisions

By David Wilkening, Contributing Writer REGION – When should you start collecting Social Security? Anytime you want once you reach age 62. That’s a fact....
One survey revealed that over half of 50-plus professionals view remote work as a more productive option.

Remote work on the rise for many older workers

By Barbara Hazelden, Contributing Writer REGION - While inching along in I-93 traffic every day or plodding along slushy Boston streets in horrible winter weather,...