Dec 6, 2022
Yesterday, we released our December 2022 client e-newsletter. If you did not receive it by email, please see the below link to open it from our website. This month’s articles concern Medicare benefits, Medicaid trusts, and an issue dealt with by way too many families:...
Oct 31, 2022
A recent survey by the American Advisors Group (AAG) finds that 55 percent of adult children say they are not financially prepared to help their Baby Boomer parents cope with rising inflation and living expenses. “Americans want to see their parents age with grace and...
Oct 17, 2022
Long-term care insurance helps you prepare for financial costs associated with aging, such as nursing home care, assisted living, or in-home care. Yet long-term care insurance policies vary widely in terms of the amount of coverage and how long the protection lasts....
Aug 9, 2022
Dear Clients and Referral Partners, Yesterday we issued our August 2022 client e-newsletter. If you did not receive it by email, please see the below link to open it in full PDF form from our website. The August 2022 edition includes three articles with important...
Jul 25, 2022
If you need a lot of cash on hand upon retirement, Social Security offers a lump-sum payment option that’s worth six months of benefits. However, it comes at a cost. It is important to understand the details before agreeing to the payment. If you have waited beyond...
May 2, 2022
If you are about to turn 70, congratulations on reaching a big milestone. And if you also have delayed claiming Social Security retirement benefits up till now, you are joining a select group – only 6.5 percent of Social Security recipients put off collecting their...
