Chris Orestis



Mar 8, 2021
There are a number of unique tax liabilities and advantages specific for people once they turn 65. It is important to understand changes in taxes specifically based on age, health,income levels, and filing status once people have reached retirement age.For example, a common...


Jan 25, 2021
In his run for the presidency, Joe Biden laid out a "Plan for Older Americans" that reflected the Democratic party philosophy that healthcare and living with dignity after retirement are an inalienable right for all.The Biden-Harris plan addresses long-standing inequities...


Jan 6, 2021
As we now enter the New Year, older Americans may want to take an extra moment to reflect on money matters and make certain they are well-positioned for any unexpected jolts 2021 could send their way.


Nov 3, 2020
Here are five predictions for the future of healthcare in America that will play out over this decade as Americans finish casting their votes in what may be one of the most pivotal elections in U.S. history.


Sep 14, 2020
Having a plan in place to protect yourself that combines active vigilance with Identity Theft protection services increases your chance of surviving in the cyberjungle.


Jun 1, 2020
Life settlements have become a mainstream financial option for seniors on par with reverse mortgages.


May 6, 2020
If you have a loved one currently living in a nursing home or an assisted living community, you are asking yourself one critical question: do you bring that person home or keep them in place?


Apr 12, 2020
The important thing to remember is that you may have options at tax time that you hadn’t thought about. Knowing the tax rules and how they apply to your personal situation, and seeking professional advice, can make a huge difference.

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