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Baby Boomers Concerned, Confused by Medicare

90% of baby boomers surveyed say they are “concerned” about the future of Medicare especially in light of the upcoming presidential election, as revealed in a recent eHealth survey (eHealth offers one of the nation’s largest online health insurance marketplaces). Medicare and Medicaid make up about 20% of all U.S. government spending. Baby boomers were tested on 4 Medicare “myths.” Results […]

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long term care

Quote of the Week: Long-Term Care Policy Now a Luxury

“Long-term care insurance is becoming a luxury buy.  The middle-class increasingly finds itself priced out of that market as premium costs rise, not only for individual coverage but for many group policies, too.” Jane Bryant Quinn,  AARP Bulletin, June 2012, “Will Help Be There for You?”

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fl hurricane

Getting Ready for Hurricane Season

Attention, East Coast residents.  It’s hurricane season again. The season officially runs from June 1 to November 30. Florida residents have been particularly lucky.  It’s been six straight years without a hurricane. But many in the state have bad memories going back to 1992’s monster storm Andrew, 2004’s record-breaking four hurricanes including Charley, Frances, Ivan, and Jeanne, and 2005’s infamous Katrina and Wilma (the […]

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long term care nursing

Long-Term Care Policies That Really Paid Off

If you have ever had a family member or loved one who needed long-term care, you know how expensive that care can be. While premiums can be high, some purchasers of long-term care insurance get many times their money’s worth back in benefits, according to claims data compiled by the American Association for Long-Term Care Insurance. […]

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caregiver and mother

Did You Miss Our Luncheon Seminar on Caregiving?

Did you miss the Thursday, April 19 client luncheon we hosted on caregiving featuring special guest Knyvett Lee?  Knyvett is Executive Director/CEO of CareSource, a not-for-profit social services agency in Fort Lauderdale, Florida, and is an expert in care management, guardianship and elder advocacy. Knyvett and I first met about twenty years ago when I was a Trust Officer for a South […]

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caregiver 2

Special Luncheon Invitation for Clients: Focus on Caregiving

According to AARP, one-quarter of adult children in the United States are currently providing personal care or financial assistance to a parent.  If you are already caring for a parent or other family member, or need to plan for what’s ahead, don’t miss our informal luncheon discussion on: Thursday, April 19  –  Noon to Two […]

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Quote of the Week: Health Care Costs in Retirement

A 65-year-old couple who retired in 2011 can expect to spend an average of $230,000 on health care services not covered by Medicare, not including any additional expenses for nursing home care, during their retirement. Fidelity Benefits Consulting, March 31, 2011

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caring hands

What’s Next for Long Term Care Insurance?

Solving the long-term care puzzle is one of the most challenging problems our clients face.  Most people are aware of the very high cost of long-term care, and understand the potentially devastating impact on their finances.  However, they also know that long-term care insurance can be expensive, policy premiums can go up over time, and not everyone can even qualify for coverage. […]

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