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Articles
     
 

Categories:

Caregiver Issues

Estate and Personal Planning

Financial and Taxes

Health and Medical Issues

Miscellaneous

Public Benefits

  We have published articles about many topics for numerous consumer and professional publications, and we have prepared many informative papers in connection with seminar presentations to professional and community groups.  Many of these articles and papers are posted on this page for your education, and we look forward to adding more in the future.

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Financial and Taxes

10 New Years Resolutions for Retirement

10 Ways for Retirees to Downsize Holiday Spending

2008 Pensions for Veterans and Their Widowed Spouses

2008 Tax Tips and Topics

Alert for Email IRS Refund Scam

Annuity Sales Scams-4/2008 Dateline Investigation

Costs Associated With Reverse Mortgages on the Decline

Economic Stimulus Payments & Converter Box Coupons

FDIC Boosts Insurance Limit to $250,000

How Risky Is Buying a Limited LTCI Policy

Income and Gift Tax Exemptions Increasing in 2009

Irrevocable Income Only Trusts

Is New Hybrid Long-Term Care Insurance Right for You

Most Parents of Special Needs Children Lack a Plan to Pay for Care

New ABLE Accounts Law Supports Financial Independence for Persons with Disabilities

New Credit Card Law Provides Protections

New Tax Break for Widow Selling Residence

No Income Limit on Roth IRA Conversion in 2010

Nursing Home Residents Can Keep $250 Stimulus Payment

Retirement Plan Distribution Requirements Waived for 2009

Reverse Mortgage Rules Allow Seniors to Buy New Homes

Seniors Must File Tax Return to Get Rebate Check

Seven Questions to Ask When Picking a Financial Advisor

Should You Carry a Mortgage Into Retirement

Survey Shows Boomers and Parents Manage Economic Downturn Differently

Tax Deductions for Families of Special Needs Individuals

Tax Help in Caring for Your Aging Parent

Tax Help in Caring for Your Aging Parent

Taxes and Special Needs Trusts

Temporary Capital Gains Tax Break Can Help Seniors

Ten Ways to Wreck Your Retirement

Third Party Can Be Liable for Another's Nursing Home Bill

Top Five Money Moves to Make in Your 50s

Top Ten Retirement Trends to Watch in 2009

Top Ten Signs of Elder Financial Abuse


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© 2007 Richard A. Courtney