Financial Services

Financial Advisor Warns Boomers to 'Space' Investments
   The economy may be recovering, but some of the changes wrought by the Great Recession may be long-lasting. Boomers and seniors, more than any other demographic, need, to take those changes into account.
3/4/13 01:22 AM  read complete story

NCOA Offers Resources To Assist Seniors in Maximizing Home Equity
   The National Council on Aging has released its 2013 version of its "Use Your Home to Stay at Home" guide, the official reverse mortgage consumer booklet approved by the Department of Housing & Urban Development.
2/21/13 5:22 PM  read complete story

Tips for Boomers Looking to Lower 2012 Taxes
   Did you sell real property this year – or do you plan to before 2012 ends? Did you start a business? Are you thinking about exercising a stock option? Could any large commissions or bonuses come your way before January? Did you sell an investment held outside of a tax-deferred account? Any of this might significantly affect your 2012 taxes.
12/6/12 4:21 PM  read complete story

Relatives, Caregivers, Swindlers Cited as Top Scammers of Seniors
   Even though investment fraud and financial exploitation targeting older Americans is a major problem today, most seniors don't have the information they need to pick a financial advisor capable of helping them protect their savings.
8/15/12 2:59 PM  read complete story

Just How Special Are Those 'Special Bank Accounts' for Seniors?
   New research shows why it's important for consumers to carefully evaluate their options before choosing the type of bank account they wish to use.
8/8/12 1:02 PM  read complete story

Seniors' Home Equity Continues Upward Trend
   If you and/or your clients are age 65 or older and own a home, you're in pretty good shape -- at least in terms of home equity.
4/19/12 11:45 AM  read complete story

(PENSIONS) Author Recommends Employees Proactively Protect Their Pensions
   The Pension Protection Act of 2006 turns 5-years old this month. As companies rush to shore up pensions or cancel underfunded plans, certified financial planner Rick Rodgers tells Aging News Alert that employees "need to protect themselves from common pension mistakes."
8/29/11 3:06 PM  read complete story

(CMS) Fresh from the Federal Register
   Featured are announcements of interest to our readers from the Centers for Medicare & Medicaid Services appearing the Federal Register.
6/20/11 1:47 PM  read complete story

(INVESTING) Top 10 Best Web-Based Resources for Fraud Protection
   The nonprofit Alliance for Investor Education (AIE) has identified what it believes are the 10 best Web-based informational resources for older investors and their family members on how to spot and protect themselves from investment fraud.
6/15/11 12:10 PM  read complete story

(FINANCE) Examining Strategies for Addressing Long-Term Health Care Needs
   In this exclusive report, our expert financial planner offers Aging News Alert's readers advice on how to address one of the most commonly overlooked risks associated with retirement -- the need for long-term health care.
11/17/10 12:42 PM  read complete story