Planning for the Future

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To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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    • How To Approach Market Volatility In Retirement

    Retirement is an important milestone that often comes after years (or decades) of careful planning. But even the most seasoned planners couldn’t have foreseen the severe market selloff that happened in March in reaction to the COVID-19 pandemic. The abrupt end to the 10-year bull market surprised investors [...]

    2020-07-30T19:14:23-04:00July 30th, 2020|Financial Planning & Money Management|
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    Getting The Most From Medicare Advantage

    Why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras could cost an MA [...]

    2020-07-29T15:09:40-04:00July 29th, 2020|Insurance|
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    Coping With COVID

    This is a most unusual summer. I believe we would all agree that many of our normal and usual concerns have been replaced by new concerns and maybe even new interests. Financial concerns may not be too different than in our pre-COVID days, but let’s review a few perennially and currently impactful ways in which we can “Cope with COVID.” [...]

    2020-08-04T19:11:14-04:00July 29th, 2020|Financial Planning & Money Management|
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    Live Now! A Short List of Do’s and Don’ts

    Prepare now and review regularly to stay on the right track for the retirement lifestyle you want. • DO know your sources of income: Social Security net deposit, Pension income (if you are lucky enough to have one) and any Deferred Compensation or Annuity income. Now list your other sources of supplementary income [...]

    2020-08-04T19:13:29-04:00April 8th, 2020|Financial Planning & Money Management|
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    Why You Shouldn’t Walk into the Medicaid Office Alone

    Maybe someone you love is not in good health. Perhaps that’s your spouse, or your parent, or another loved one. If they will need nursing home care, beware of the dangers of filing a Medicaid application yourself without any idea of how the Medicaid rules work. I’ve written before about how Medicaid’s hidden pitfalls [...]

    2020-05-27T15:30:46-04:00April 8th, 2020|Elder Law, Insurance|
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    “It’s Coffee Time”

    Interesting Fact: The tiny slit opposite your sipping hole on the coffee cup lid is a 1980’s creation that allows proper airflow preventing splashes and liquid surges as you drink avoiding scalding yourself. That tiny unnoticed idea placed for a reason is to assist your drinking pleasure. A properly designed long term care plan [...]

    2020-04-08T12:28:09-04:00April 8th, 2020|Insurance|
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    Getting The Most Value From Your Medicare Advantage Plan?

    When a new year begins, why do so many individuals forget about the additional (supplemental) benefits that are included in their Medicare Advantage (MA) plan? These additional benefits may include dental, vision, hearing, transportation, meals, over-the-counter products, and fitness memberships just to name a few! Not taking advantage of these extras [...]

    2020-04-08T12:13:34-04:00April 8th, 2020|Insurance|
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