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Quote Of The Week: The 10 Warning Signs Of Alzheimer’s

“Alzheimer’s disease is the only cause of death among the top 10 in the United States that can’t be prevented, cured or slowed down.” Ben Tinker, CNN, July 18, 2013, “The 10 warning signs of Alzheimer’s”   If you have experienced Alzheimer’s first-hand in your family, you know how frightening the disease can be. More […]

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Estate Taxes 2013: Big Sigh Of Relief

With all the confusion over year-end changes in tax laws, the good news over estate taxes may have gotten lost in the shuffle. If you missed it, here’s a quick update: Under the American Taxpayer Relief Act signed into law in January 2013, the federal estate tax exemption of $5 million per person was made permanent. Since […]

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downton abbey

Estate Planning Lessons From “Downton Abbey”

Who says television isn’t educational? Here’s a clever piece by Corey Dahl called “8 estate planning lessons from “Downton Abbey.” Writes Dahl: “The Masterpiece Theater hit “Downton Abbey” offers helpful lessons in a lot of things. … In between all the backstabbing, messy relationships and ego-fueled showdowns, the miniseries is also an in-depth tutorial on the prudence […]

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Quote Of The Week: “Aging In Place” In Your Home

“An AARP survey found that more than 80% of us want to stay in our home as we grow old.” Tweaking your home to ‘age in place’, Bloomberg News, December 9, 2012   More seniors want to stay in their own homes as they age, but that means they’ll often need to make modifications as […]

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health care costs

Medicare Tops Seniors’ Financial Concerns

More seniors (61%) are concerned about the future of Medicare than about any other financial issue, according to a recent survey. “I don’t think it’s a big surprise,” said Mary Dale Walters, senior vice president at Allsup Medicare Advisor, sponsor of the survey, adding that most seniors rely on Medicare for their health care coverage. […]

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Estate Planning Disasters … And How To Avoid Them

Everyone over age 18 should have in place basic estate planning documents like a Will, a Durable Power of Attorney, and advance medical directives providing instructions in the event of a medical emergency. These documents are especially critical if you have minor children or others who depend on you financially. Of course, some people with […]

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Making Your Second Marriage A Success

Marriage isn’t always easy the first time around, and the same divisive issues can surface in a second marriage. About one-fifth of all marriages taking place in a given year are between couples where at least one of the spouses has walked down the aisle before. The good news is that, based on the data available, second […]

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IRA Roth 401k

Higher 401(k), IRA Contribution Limits in 2013

You can put more money in your IRA and 401(k) accounts next year and get bigger tax deductions. Before year-end, make sure to change your payroll deduction instructions for 2013 to take advantage of the higher limits. For 2013, the IRS just announced higher contribution limits for a range of retirement plans and gifts. Traditional IRA […]

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continuing care community

Client Profiles: Thinking About A Continuing Care Community?

Last week, I visited one of our clients at her apartment in a continuing care community. She recently celebrated her 90th birthday and has been living independently in her own apartment for six years. But when we met last week, she told me she had made the decision to to give up some of her independence and move into the facilities’ assisted living […]

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single parent family

Growing Numbers Of Singles At Risk In Retirement

The facts are in.  Single people are more at risk financially than couples unless they make an extra effort to prepare on their own for retirement. The traditional two-parent household is in decline Here’s the backdrop.  American demographics are changing.  Single people, and single parent households, make up an increasing percentage of American households. One […]

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