September 30, 2020
A few weeks ago, we moved my 98-year-old mother from independent living to long-term care. One of the reasons why we selected the
September 30, 2020
Compliments of AARP The Magazine1, here are “8 smartphone apps to make life safe.” Some might be useful to you, an elderly parent, or to
August 15, 2020
If you spent the past five months in lunar orbit and recently opened your brokerage statement, your reaction was probably akin to ho-hum. For
August 15, 2020
Raise your hand if you share one of my many idiosyncrasies: I don’t like change. (Let me qualify that comment. When Dunkin Donuts added
August 15, 2020
By: John Zeltmann
Times like these are rife with opportunities for potential fraudsters. While the unsuspecting public spends a lot of
June 30, 2020
You’re welcome to call me a skeptic (or worse) but I fall into the camp that says we’ll be battling a second wave of COVID-19 when it revisits
March 31, 2020
In late March 2020, Congress passed a $2 trillion stimulus package called the CARES Act - the Coronavirus Aid, Relief, and Economic Security
February 15, 2020
Over the past few years, a lot has been written about the transfer of inter-generational wealth. The premise is that the Baby Boomers – or
February 15, 2020
By: John Zeltmann
Recently I received a very helpful email from Social Security, filled with tips on how to avoid scams related to my
December 31, 2019
While shopping recently, I was asked by a cashier how much she would owe in taxes on an IRA she liquidated. It was an interesting question
By John Zeltmann
December 24, 2019
Congress recently passed one of the most significant pieces of retirement planning legislation in a decade: The Setting
November 15, 2019
I typically use Stan’s World as a space where I share with clients various experiences in my life that might relate to them. Perhaps it’s