Currently, there are 75 million baby boomers (those born between 1946 and 1964). And, according to AARP research, more than 80% of them want to age-in-place as they get older. But how can they do so if they need family members—who … [Read more...]
New Reverse Mortgage Rules are in Effect this Week
August 8, 2014 by 1 Comment
Q. My husband, Rick, and I are considering moving after a stroke limited his mobility, because our home is not completely accessible for him. However, our house is in good repair, completely paid off, and in close proximity to our … [Read more...]
Common Misconceptions about Revocable Trusts
August 5, 2014 by Leave a Comment
Recently, CNBC posted an article on their Website about the benefits of trusts, entitled “Heir Tight: The Do’s and Don'ts of Creating Rock-Solid Trusts.” The article provides some very good information about why most people should … [Read more...]
Is Social Security Going Bankrupt?
August 1, 2014 by Leave a Comment
Q. In your last newsletter, you discussed the 2014 Trustees Report and the status of Medicare. You only briefly touched upon Social Security. Are there any additional details you can share about Social Security, since the Trustees … [Read more...]
The Status of Medicare on it’s 49th Birthday
July 30, 2014 by Leave a Comment
Medicare, the federal health insurance program for 53 million people ages 65 and better and those with permanent disabilities, helps to pay for hospital and physician visits, prescription drugs, and other services. Last year, … [Read more...]
Financial Security for a Special Needs Child
July 24, 2014 by Leave a Comment
Q. Our 11-year-old son, Nathan, has autism and will likely need care for the rest of his life. This has put quite an emotional and financial strain on my husband and me. My parents, who are wealthy, are willing to help, but we've … [Read more...]
Is Alzheimer’s in Your Future?
July 23, 2014 by 1 Comment
An estimated 44 million people live with Alzheimer's disease worldwide, and the global economic costs total $604 billion, according to Alzheimer’s Disease International. It is estimated that by 2050, the number of people living … [Read more...]
