Category Archives: Retirement and Finance

These are all the things the DOEA does for seniors

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The state of Florida recognizes the critical importance of its senior citizens. In fact, Florida’s government has a department dedicated exclusively to providing information, assistance and services to seniors. The Florida Department of Elder Affairs (DOEA) is a hidden gem, full of good stuff for seniors and their families. Programs range from a senior legal […]

What to know about taxes and stimulus checks

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Some seniors are confused about their status regarding “stimulus checks,” the government payments designed to help people through the difficulties caused by the COVID-19 pandemic. This is not surprising, as there have been a total of three rounds of payments, authorized by two separate acts of Congress. The Coronavirus Aid, Relief, and Economic Security Act […]

Should Seniors File a Tax Return, Even If It Isn’t Required?

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Filing a tax return can be an irritating and time-consuming task. Given that, why should anyone (especially seniors) file a return when they are not legally required to do so? There may be several good reasons. No one who does not have taxable income is legally required to file a tax return. From the tax […]

Making Wise Choices In Medicare Options

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| Written by Dan Mangus | Trying to decide the best coverage option to complement Medicare can be difficult. Medicare can be delivered to you in two primary forms. One is Medicare Part C, also known as Medicare Advantage. Medicare Advantage plans are offered by Medicare-approved private companies that must follow the rules set by […]

Bad at budgeting? These tips might help

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Like all responsible adults, seniors should manage their finances with a budget. It is important for everyone to know just where they stand, how much they owe and what they can afford to spend. If anything, this is more important for seniors than it is for younger people. The National Council on Aging reports that […]