
Emma Patch
Staff Writer at Kiplinger
Articles
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5 days ago |
kiplinger.com | Emma Patch
Unencumbered by a demanding job or limited time off, many retirees are eager to indulge their wanderlust. About 40% of leisure travelers are 60 or older, according to 2023 data from SquareMouth, a travel insurance aggregator. But the flip side of freedom from the 9-to-5 — and the paycheck that goes along with it — is that you may have to manage your budget more carefully.
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1 month ago |
theepochtimes.com | Emma Patch
By Emma PatchFrom Kiplinger’s Personal FinanceKathy Stokes, director of fraud prevention for the AARP Fraud Watch Network, offers expert advice for spotting and protecting against scammers. Question: Scams that rob older adults of $100,000 or more have tripled since 2020, according to the Federal Trade Commission. What is driving this trend? Story continues below advertisement Answer: The biggest crimes we’re seeing are relationship-based investment scams, typically involving cryptocurrency.
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1 month ago |
kiplinger.com | Emma Patch
A medallion signature guarantee, also known as a medallion stamp, is designed to protect financial institutions and individuals from fraud when stocks, bonds or other financial assets are transferred from one account to another. For example, if you are the executor of an estate, you may be required to obtain a medallion stamp to authorize the transfer of securities from the original owner’s account to beneficiaries.
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Dec 23, 2024 |
msn.com | Emma Patch
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Nov 7, 2024 |
seniorsguide.com | Emma Patch |Brian Marsh |Joy Taylor |Yvette C. Hammett
Retirement Planning, Elder Law, and Senior Finance 11/7/2024 | By Emma Patch Millions of spouses leave the workforce every year to care for children or elderly parents, a move that can jeopardize retirement security. But if one partner is working, a spousal IRA can help close the gap. As long as one spouse has earned income and the couple files a joint tax return, the working spouse can contribute to an IRA in the nonworking spouse’s name.
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