IRS Tax Tip 2022-171, November 8, 2022 In most cases, distributions from a traditional Individual Retirement Account are taxable in the year the account owner receives them but there are some exceptions. A qualified charitable distribution
Scenario 1: Ring, Ring goes your telephone. “You’ve won the lottery! We just need you to pay for shipping, custom duties, insurance or taxes and then we’ll send your check!” Scenario 2: Buzz, Buzz!
If you haven’t heard of Dave Ramsey, financial guru, familiarize yourself with his name now. (We even mentioned his financial show as the top money podcast to follow in a recent blog! Ramsey has helped
Have you heard? Podcasts are the new radio. And like radio, most are free and easy to access on the go, and even to download for listen where/when you have little service to stream them.
It’s time to start talking We know there are a lot of questions around end-of-life care. As part of our new education initiative #prepareforcare, we developed a short Q & A with details that should
Have you written a will yet? You should. It doesn’t matter how old you are: if you are married and/or have children, it’s essential that there is official documentation dictating how to execute your wishes
JOIN US FOR TEA & TALKS IN OAHU! enjoy a thought-provoking afternoon tea with a health and aging related discussion TALK TOPIC “Act 3 - Life After Retirement” SPEAKER Gladys Ching, Jean Kumamoto, and Pam Hinsdale
Only in the last several months have I accepted the term “widow” as applying to me. With that acceptance has come a strong interest in the issues that face people in my situation: men and
Margaret Wong wowed our Hawaii members at the Amazing Care tea in Oahu this week. She is an expert on Medicare and has spent most of her working career helping clients navigate their way through
As part of a lifestyle and aging series, we’re working with renowned photographer Terry Lorant to showcase inspirational leaders in the industry. Each month, we’ll feature one or a few inspirational member(s) of the Amazing Care Network
