Celebrities have enough money to hire the best estate planning lawyers. You would think celebrities, of all people, should have ironclad estate plans that keep their affairs private, leave money and possessions to the people they love and the charities they care about, and take advantage of legal ways to avoid or minimize estate taxes. …
If you, or someone you know, has lost a spouse, look into the rules and strategies for Social Security survivor benefits. By coordinating these benefits with your own retirement benefit, you may be able to maximize both benefits. Social Security can be a lifeline for widows. If your husband dies after you have both started …
Most people tend to underestimate their life expectancy. But thinking you might live to a very old age might lead to better planning decisions. Life expectancy is a critical element in Social Security planning. Because benefits continue for life, the total amount you stand to receive over your lifetime hinges on how long you and …
For some families, dependent benefits for children with disabilities are an important factor in the Social Security claiming equation. Here’s what you need to know. Should I apply early? As with all dependent benefits, in order for the child to receive benefits, the parent on whose record the child is claiming must have filed for …
A week hardly passes without news of credit card and identity theft. Here are some security measures you can take, including some you’ve not likely heard of before now. A few years ago, I was sitting down to dinner with my family when I got a phone call from a department store inquiring about my …
5 Ways to Boost Your Security Against ID and Credit Card Theft Read More »
How do you know when loved ones are ready for assisted living? Use these guidelines to help spot the warning signs of aging and illness. Rosalyn Carter once said: “There are only four kinds of people in the world—those who have been caregivers, those who are currently caregivers, those who will be caregivers, and those …
In most families, the needs and interests of family members overlap. Even if your money is separate, planning needs to happen for all. It is normal, when working with your financial advisor, to focus on the needs of your immediate family. If you are a baby boomer, for example, you are probably looking at retirement …
Health care planning is a sensitive subject that often takes you and your advisor places you don’t want to go. But given rising expenses, no retirement plan is complete without some kind of provision for health care needs. Here are some guidelines and resources for estimating your needs and expenses. Health care costs are rapidly …
Building Health Care Costs into Retirement Planning Read More »
Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control. Becoming a caregiver to a family member or loved one will probably occur at …
4 Common Elder Scams: How to Stay Safe and Fight Back –Devin Kropp Elder fraud continues to be a growing problem with millions falling victim to a scam every year. Know the common signs that signal trickery—and what to do if you or a loved one is being scammed. Over two million elderly people are …
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