William Shane Garrow, 49, served as a financial adviser who provided investment and other banking services to wealthy banking ...

If you're a SSDI recipient and have an additional income source, you may need to file your taxes this year. Even if you don't ...

Whether you receive cash tips as part of your job in the gig economy or are giving a cash gift to a relative, you need to know when and how to report that money to the IRS. There are different ...

Some financial records you’ll need to hold on to for your whole life, and others for just a month or so, says Jim Miller of.

Tax time is stressful for everyone, but there may be some good news for seniors receiving medical care in their homes, assisted living communities or skilled nursing settings. Not every expense is ...

PrimeCover and Seven Corners offer the best travel insurance for seniors, earning five out of five stars in our analysis of 26 policies. Seniors should look for high medical evacuation benefits ...

For most seniors and retirees, the best health insurance plan will be through Medicare. Consider a Medicare Advantage plan from AARP/UnitedHealthcare if you want high-quality, bundled coverage at an ...

Credit cards and banking specialist Jenn Underwood brings over 16 years of personal finance experience to the table. After a decade of teaching courses in banking, debt reduction, budgeting and ...

Seniors in need of help to file their taxes will have the opportunity to sign up for free help. In Clearfield County, the Area Agency on Aging and the IRS have ...

How long to keep tax records and other financial documents Dear Savvy Senior, Is there a rule of thumb on how long someone should keep their old financial paperwork? I have file cabinets full of old ...

Now you have the answer, do not spoil it for others! Remember, you can share your results spoiler-free in the form of a grid. Of course, no one has to know you came to this page to work it out.