By Delia De Mello We’ve made getting your annual Benefit Statement even easier. The Benefit Statement, also known as the SSA-1099 or the SSA-1042S, is a tax form we mail each year in January to ...
By George A. Downey Unprecedented inflation and market volatility are a growing threat to destabilize retirement plans. Retirement experts now confirm that reverse mortgages can be a solution, and should be a fundamental consideration in ...
By George A. Downey Ongoing low interest rates and fixed income yields are increasingly inadequate to cover spiking living costs, leading retirees and financial advisors to search for alternative sources for reliable cash. Photo credit: ...
My Generation guest host and noted elder law attorney, Patrick J. Kelleher, discussed many important estate planning issues including how to avoid having your finances exploited, with attorney Jason Chan. The show was broadcast ...
By Patrick J. Kelleher, Esq. ELDERLAWCARE.COM Larry King, the legendary talk-show host, married seven women and had five children with several of them. He died at age 87 on January 23, 2021, after contracting Covid ...
By George A. Downey Pandemic induced forbearance agreements enabled homeowners to temporarily defer making mortgage payments, however, older homeowners may be eligible for permanent forbearance. The 2020 Coronavirus Aid, Relief, and Economic Security (CARES) Act, ...
Financial advisors, recognizing the need to increase retirement funding, are promoting the versatility and innovative solutions provided by reverse mortgages to make use of home equity. However, a legacy of misinformation and old myths prevails ...
By Chris Hanson, the Wicked Smart Investor It was a bit of poetry that caused quite a stir amongst the Boston Brahmin. At a Holy Cross Alumni dinner in 1910, Dr. John Collins Bossidy offered ...
Elder law attorney Patrick J. Kelleher kicked off the New Year with excellent and considered legal advice for those who want to protect their assets while providing for those you love the most. Tune in ...
Last night, George Downey, a housing wealth management professional, sat down with local attorney Tim Vanderveen to discuss the number one fear of those in retirement–running out of money on My Generation, broadcast on 95.9 ...
By George A. Downey Achieving and maintaining financial security throughout retirement continues to be the number one concern among financial advisors and their aging clients. Add to this the reality that one of every three individuals age 65 or older will require some form ...
Patrick Kelleher , noted elder care and estate planning attorney and author, guest-hosted the My Generation radio show on Sunday night, broadcast on 95.9 WATD-FM, and he welcomed members of his professional legal team — ...
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