Get Free Tax Help Starting Feb. 1

Posted on 01/15/2015 by | AARP Wisconsin | Comments

Money & Work It’s that time of year again and the deadline for filling your tax returns will be here before you know it. Skip the stress with the help of AARP Foundation Tax-Aide, the nation’s largest free volunteer-run tax-assistance and preparation program. This free, confidential service is available to low and middle income taxpayers of all ages, with special attention to those age 60 and older. You do not need to be a member of AARP or a retiree to use Tax-Aide. …

Tis the Season for Holiday Scams

Posted on 12/18/2014 by | AARP Wisconsin | Comments

Money & Work By Tim Morrissey, Public News Service – WI The holiday season is one of the busiest times of the year, and not just for shoppers. Scammers also use people’s generosity to find ways to take advantage of them, says Lisa Lamkins, federal issues advocacy director for AARP Wisconsin. AARP has launched a new website to help keep consumers one step ahead of the con artists. Lamkins says shoppers will spend more than $600 billion on gifts this year, and the …

Time to Consider a Financial Professional?

Posted on 12/4/2014 by | AARP National | Comments

Money & Work By Jean C. Setzfand The start of a new year is a great time to get your finances in order. You may want to review your 401(k) statement to see if you’re on track with your investments and contributions, think through ways to spend down credit card debt or even figure out how to finance a short term goal, like buying a car. A lot of people go the “do it yourself” route when it comes to financial planning. There …

Use Caution When Making Donations

Posted on 12/1/2014 by | AARP Wisconsin | Comments

Money & Work The holiday season is upon us, a time when many Wisconsinites open their hearts and wallets by giving to charitable causes. But before you make that donation, it’s important to do your homework. The Wisconsin Department of Agriculture, Trade and Consumer Protection (DATCP) and Wisconsin Department of Financial Institutions (DFI) offer up these tips: Before donating, check to see if the charity is registered with DFI. Ask a solicitor to explain the purpose of the organization, what services are provided, …

Good at Math? Like Helping People?

Posted on 11/1/2014 by | AARP Blog Author | Comments

Money & Work By Larry Sussman On his first day as a Tax-Aide volunteer, Bill Best helped a woman in her 80s. He asked if she wanted the refund check mailed to her or automatically deposited in the bank. “I want to feel the paper,” the woman said without hesitation. “That set the tone for me, and I knew that I would like the work,” said Best, 70, of Wauwatosa, a coordinator for four sites in the AARP Foundation Tax-Aide program in Wisconsin. …

Stay One Step Ahead of the Scammers

Posted on 10/29/2014 by | AARP Wisconsin | Comments

Money & Work How was “Kenneth” able to scam 117 Kenosha area residents out of more than $6 million before he was finally nabbed by the FBI and sentenced to 10 years in prison? Simple. He convinced his victims to trust him. As an elder in his local church, Kenneth claimed to have a business called Homestead Investments. He got friends, family members and parishioners to invest in this company, promising them a 15% return. He told them their money would be used …