Plan Ahead: Good Time To Review Your Estate Plans and Possessions
February 8, 2018
Given the new tax law just implemented by Washington, now may be the time, for those of you lucky enough to have substantial assets, to check in with your estate planner to see if any changes are warranted. Next Avenue has a helpful list of questions to ask as you…
Stand Guard: Protecting Loved Ones From Identity Theft And Social Security Fraud
February 1, 2018
For virtually all seniors, social security plays an important role in their financial health and well being. And for savvy computer hackers, it’s a rich target for identity theft and financial scams. A recent report in Reuters describes how the push to encourage seniors to create online social security accounts…
Share The Wealth: What To Consider When You Have A Lot To Give
December 14, 2017
For some people, drawing up a will and dividing up assets is a relatively straight-forward process. But for others, there are distinct and difficult decisions to be made, often because they have the good fortune of having substantial assets to consider. In a newly published article in The Atlantic, philosopher Martha…
How Long Will It Last? Holding On To Money In Retirement
November 2, 2017
You’ve saved and planned and now, in retirement, you have the necessary money you need to live comfortably and securely. Or do you? One never knows when the unexpected will arise or when circumstances will lead to unplanned expenditures. Fear of running out of money often eclipses fear of death…
At All Costs: Figuring Out How To Pay For Long Term Care
October 26, 2017
No matter how well prepared you may think you are, the costs of paying for long term care, for either a loved one or yourself, are sometimes almost incalculable- and uninsurable. There are so many competing factors that will influence what expenses you and your family may incur: the types…
Ripped Off: After The Equifax Breach, You Are More Susceptible To Fraud
October 19, 2017
Given the recent computer hacking of the Equifax credit monitoring system, all of us need to be at heightened alert over identity theft or financial fraud perpetrated on us. For seniors, this is especially true, as confirmed in a recent survey done by the Cooperative Credit Union Association. In this…