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?
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
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
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?
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...]
Will You Go Broke Paying for Long-Term Care?
The costs of long-term care — whether at home, in assisted living, or in a nursing home — vary widely in the US. However,according to NPR, there isn’t one state where long-term care is affordable for middle-class families. In … [Read more...]
Don’t Wait to Make Critical Decisions
Anyone who knew Hal five years ago, when he was 66, would describe him as sharp, clever, and quick-witted. He had a knack for trivia and always answered more questions on Jeopardy than anyone else in the room. He always handled … [Read more...]
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