Articles

How to get your financial house in order before you die - The Washington Post, September 4, 2018

  Columnist, Michelle Singletary shares the lessons she learned after her mother died from injuries sustained in a house fire. When you’ve helped with as many funerals as I have, you understand how important it is for folks to organize their financial paperwork before it’s too late. Maybe my story will help motivate you to gather your important documents t… Read More
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Helping Women Over 50 Face Their Financial Fears - The New York Times, September 3, 2017

Ronni Ginott was at a New Year’s Day party in 2003 when her husband, David, had a heart attack and died on the spot, at 58. In an instant, Ms. Ginott, then 55, became not only a single mother of two daughters, but also the owner of E.M. Winston Company, her husband’s musical-instrument rental company. She knew nothing about the business, and her husband had no successi… Read More
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Free Tickets. Money. College Savings Plans Try to Stir Up Interest. The New York Times - May 26, 2018

Prizes! Drawings! Free tickets! A promotion for a carnival, or a used car blowout sale? Nope. It’s the sponsors of 529 college savings plans running contests in hopes of driving up participation. READ MORE Read More
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Single? No Kids? Don’t Fret: How to Plan Care in Your Later Years - The New York Times, March 23, 2018

Sarah Peveler lacks a support system that many older people count on: their adult children. Read more Read More
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How the new tax law might affect home buyers who are retired - The Washington Post, March 3, 2018

Q: I am a regular reader of your column for many years. I am a senior, widowed and have some retirement income and savings. I am concerned about the implications of the new tax law. Read More Read More
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Interest on Home Equity Loans Is Still Deductible, but With a Big Caveat - The New York Times, Saturday, March 10, 2018

The interest paid on that home equity loan may still be tax deductible, in some cases.  Read More Read More
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If You Don't Have Children, What Do You Leave Behind? (The New York Times, Feb. 27, 2018)

Writing a will is about who gets your stuff, but may nonparents yearn to create a legacy by nurturing and influencing the offspring of others.  Read More Read More
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Where Not To Die In 2018 - Forbes (Dec. 23, 2017)

Thanks to the federal tax bill on President Donald Trump’s desk, the amount you can leave tax free to heirs will be a whopping $11.2 million in Hawaii, Maine and Washington, D.C. in 2018—and in Maryland in 2019, and in Connecticut in 2020. That’s because these states have tied their state estate tax levies to the federal levy–whatever it is. And the GOP tax bil… Read More
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An Alternative to Burial and Cremation Gains Popularity

Jonah Engel Bromwich, who writes for the New York Times, recently wrote an article exploring an alternative to burial and cremation that is growing popularity throughout the United States. Read More Read More
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Useful Resources for Navigating Changing Health Conditions of Ourselves and Our Loved Ones:

Ron Lieber, who writes for the New York Times, recently wrote an article responding to reader responses to his earlier articles on the Medicaid program and how the majority of Americans depend on Medicaid for nursing home or care at home at some point during their lives.  The author listed four books that were recommended to him repeatedly and reported that he read them a… Read More
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