Financial
Avoid These Mistakes When Choosing a Financial Adviser
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A financial adviser can help you make prudent decisions about how to invest and save your money. Choosing the right one is important to your financial well-being.
Tax-Aide Suspends Service until Further Notice
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AARP Foundation Tax-Aide announced recently that it will suspend tax preparation services at all sites until further notice. The action is due to concerns about the spread of coronavirus.
Social Security News: Get Your Social Security Benefit Statement
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- Written by John Johnston John Johnston
Tax season is here, and we have made replacing your annual benefit statement even easier.
Savvy Senior: Do I Have to File Taxes?
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- Written by Jim Miller Jim Miller
Dear Savvy Senior,
What are the IRS income-tax filing requirements for seniors this year?
I didn’t file a tax return last year because my 2018 income was below the filing requirements, but I got a part-time job late last year in 2019, so I’m wondering if I need to file this year.
– Semi-Retired
Tax-Aide Sites Scheduled for Lebanon County
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Through April 15, AARP Foundation is providing free tax assistance and preparation in Lebanon County through its Tax-Aide program, the nation’s largest free tax assistance and preparation service.
Financial Focus: Planning for the Rising Costs of Healthcare
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- Written by Steven Brettler Steven Brettler
Healthcare costs are rising, especially for retirees, and many will need long-term care. Learn the moves you can make to help prepare yourself.
Savvy Senior: IRS Introduces a Tax Form Created for Older Taxpayers
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- Written by Jim Miller Jim Miller
Dear Savvy Senior,
A couple months back I read that the IRS will be offering a new senior-friendly tax form this tax season that will be easier to use. What can you tell me about this?
– Paper Filer
Social Security News: Fraud Advisory: New Twist on Phone Scams
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- Written by John Johnston John Johnston
The Inspector General of Social Security, Gail S. Ennis, is warning the public that telephone scammers may send faked documents by email to convince victims to comply with their demands.
Social Security News: Online Reporting Form Now Available for Scam Calls
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- Written by John Johnston John Johnston
Andrew Saul, commissioner of Social Security, and Gail S. Ennis, the inspector general for the Social Security Administration, announce the launch of a dedicated online form at https://oig.ssa.gov to receive reports from the public of Social Security-related scams.