I recently posted a new video in our video library about medical expense tax deductions, and more specifically, medical-related fees at a continuing care retirement community (CCRC, or life plan community). It’s another topic we are asked about quite frequently here at myLifeSite. Always consult with your accountant or tax preparer, but generally speaking, for [...]
Over the past months since COVID-19 turned our world upside down, I’ve done a few dozen webinars for prospective residents of various retirement communities across the country focused on planning for the future in an uncertain environment. One of the most common questions that I get during the Q&A portion of these sessions continues to [...]
You’ve heard the adage that when it comes to buying real estate, the three most important factors are location, location, and location. This is largely true if you are purchasing a home or other property, but it is also applicable when thinking about your retirement location. Where do you envision you will live as you [...]
Taxes have been a hot topic over the past few weeks and months as the president and GOP-controlled Congress try to push through changes that will impact millions of Americans—raising the tax bill for some while lowering it for others. If you’re like me, you may be trying to figure out which of these two [...]
