Blog
Closing the Door
I FOUND OUT A YEAR ago that my Aunt Ina Lou, then aged 95, had designated me as her agent in her financial and medical powers of attorney. She also named me as executor of her estate and the trustee for her trust. She wasn’t well and needed more help than her...
The New Math on Inheriting Your Parents’ House
Rising costs are prompting more adult children to sell the homes they inherit from their parents. Read Full Article Here... Written By: Veronica Dagher Published By: www.wsj.com
Time to Decide – (Traditional Medicare, Medicare Advantage, Medigap Coverages)
Scott Martin from the humbledollar.com outlines the rolls of traditional Medicare, Medicare Advantage, Medigap Coverages in the following article. (Click here)...
3 Options for Fixing Social Security, From $200-a-Month Raises to Means Testing
Americans have long known that the trust fund that powers Social Security was living on borrowed time. But this spring, we learned its life span was even shorter than we thought: The program’s trustees are now projecting that, without Congressional action, the...
ABC’s of Medigap Policies
Medigap policies come in many flavors. If you’ve done any reading in this area at all, you’ve probably come to realize that the whole thing is a messy alphabet soup… and it’s really, really hard to figure it all out. Read Full Article Here... Written By: jblankenship...
Will You Pay Higher Taxes in Retirement?
Have you ever heard the saying, “You will pay less tax in retirement”? Well, most of our clients do not pay less tax in retirement. They pay more. The main reason is that, in retirement, they have Social Security and required minimum distributions (RMDs) from their...
Free to Be
HOW WOULD YOU DEFINE financial freedom? That’s the intriguing question I’ve been asked twice in recent weeks by journalists curious about the new HumbleDollar book, My Money Journey: How 30 People Found Financial Freedom—And You Can Too. Financial freedom is something...
What Would Your Investing Obituary Say?
At the Berkshire Hathaway annual meeting over the weekend, an attendee asked Warren Buffett for his advice on achieving success in life and investing. His response was a powerful one: "You should write your obituary and then try to figure out how to live up to it."...