The main problem with blogs is that you can only see a few of the most recent article posts. How do you know what other information or topics have been discussed? How do you get the most out of a blog site? My blog design helps you answer these questions a couple of ways. If […]
Above is a graphic summary of some interesting research by “Financial Brand,” whose site also dives deeper into some brief facts for each generation. For example quoting their work on the Silent Generation: Quote: Major Events Affecting The Silent Generation: World War II, The Great Depression, the 1929 stock market collapse, the Dust Bowl, the […]
Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). Medicare is often confusing for the first time – that’s normal. YOUR health history is key to designing your options, so asking someone else what they would do or suggest ignores YOUR health for […]
Imagining Our Future Selves and the difference between lifespan and healthspan. Can you imagine yourself in six years? How old will you be? How will you be doing? Financial advisors are used to helping clients focus on the future by talking about life expectancies and how long their money will last once retired. But looking […]
Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view. Don’t feel bad if you find Medicare confusing the first time you become eligible and it is time to enroll during your Initial Enrollment period. Enrollment is confusing for everyone the first time (and […]
Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). Long Term Care is a complex topic with no right answer because it depends on your present health as well as your own family history. Self insuring is the common method people take and […]
Are you over age 70 ½? Do you have Required Minimum Distributions (RMDs) where you don’t need the money for everyday expenses? Do you have charitable interests? Recall many charitable contributions may be tax deductible. If not applicable to you, do you know someone these questions may apply? The first question asks age 70 ½ […]
1-minute video: How Can You Take Care of Your Spouse Just in Case Something Should Happen to You? Still working? About to retire? Retired? How might you replace lost income for the survivor? Money needed – a lump sum – may come from savings/investments set aside, life insurance, a standby reverse mortgage line of credit, or […]
1-minute video: What’s the Difference Between a Will and a Living Trust? Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). A deeper discussion about the topic of estate planning may also be found here rather than repeat it here. The linked article […]
Please enjoy this 1-minute video (for those receiving this by email: please click on the blog title line above to view). A Durable Power of Attorney, may be a separate document or prepared as part of a larger estate plan through a living trust. A general power of attorney is different than a durable one. […]
