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Death and Taxes: What you should know about the death of a spouse

Even your most financially savvy people aren't going to think clearly after the death of their spouse. Taxes will be last on their minds. However, there are important key points to consider, such as: Filing Status Changes: The surviving spouse can still file as...

Salute to Troops offers Heartfelt Tribute to Heroes June 15

Moving Seniors Forward will be among the organizations supporting the Salute to the Troops: Heartfelt Tribute to Our Heroes event 1 p.m. on June 15 at Conejo Creek North Park, Lakeside Pavilion, in Thousand Oaks. The event, organized by Moving Seniors Forward...

How Long-Term Care Insurance Protects Your Assets

Many people believe that Medicare or health insurance will cover long-term care costs such as nursing homes, assisted living, or in-home care. However, Medicare, as well as most other forms of health insurance, generally does not cover custodial care, which includes...

Donated items needed for Conejo Senior Volunteer Program

Organizers of the Conejo Senior Volunteer Program and its boutique need your help. The organization generously donates more than 2,000 handmade items annually, and is looking for donations. New merchandise such as dishes and kitchenware, toys, books, picture frames,...

Healthcare planning is essential: Here’s what you need to know

Baby Boomers – the largest generation in America by the numbers – are approaching their golden years. This means that many are beginning to look ahead to a healthy and secure retirement as they put their years in the workforce behind them. One of the critical aspects...

What you need to know when a loved one dies

The death of a loved one is one of life’s most difficult times and a time for reflection and grieving. However, it also triggers unique financial and tax events that must be dealt with by the survivors. For a surviving spouse, this is an especially difficult time and...

Healthy choices can change lives

Karen and Dan found love 34 years ago on the dance floor. After Dan, 65, retired from the U.S. Navy, they settled in Camarillo. While they’ve been physically active throughout their lives, medical conditions and weight gain have taken a toll on their health,...

Donating blood can save lives locally

It's hard to fathom. Every two seconds, someone in the United States needs blood. It could be because of a traumatic injury from a car crash, a chronic illness, cancer treatment or surgery. So, what happens if the blood supply is short? That's where we come in....