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RMDs. Required Minimum Distributions. What do you do with your RMD if you don’t need it? This conundrum comes up more often that you might think. People who are natural investors often simply reinvest them. But that’s no answer! That is merely kicking the can down the road to decide what to do with these funds another day. Perhaps you could buy a bigger house. The truth is, most of us who are of the age where we must take RMDs are more interested in downsizing than buying a bigger house.

RMDs can be a wonderful reminder for us that it […]

The level of Elder Abuse has risen to a level where Pennsylvania’s legislature felt compelled to take action.  Act 45 addresses, among other provisions, how Elder Abusers are to be treated.  Elder abuse includes not only physical abuse, but also emotional and financial abuse.  It also includes exploitation, neglect and abandonment as well. So what has changed?

Elder abusers are now to be treated the same as slayers under the Slayers Act. The Slayers Act, in brief, does not allow the slayer (ie, the murderer) to benefit from his or her actions. When considering a murder, this makes perfect sense.

Now, a […]