2025 Q1 Key Planning & Investment Deadlines
Don’t miss any important dates. Reference this postcard for key dates and deadlines for the first quarter of 2025. Key Deadlines- Download Here
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Long-Term Care Planning
Millions of older adults and younger individuals with disabilities require assistance with daily activities that many take for granted. According to LongTermCare.gov: About seven out of 10 people turning 65 today can expect to need some form of long-term care services in their remaining years. Women need care longer (3.7 years) than men (2.2 years).…
Health Care Quick Reference Guide
There are lots of questions when it comes to Medicare. The attached guide can be a useful tool when navigating all the complexities. Download here Quick Reference
Health Care Planning in Retirement
It’s not surprising that a survey last year by T. Rowe Price found that health care costs are the biggest financial worry among retirees. On the surface, the numbers are unsettling. According to a 2022 analysis by the Employee Benefit Research Institute, a couple with average Medicare premiums and out-of-pocket expenses could find that they…
10 Tips for Maximizing Financial Aid
College tuition is so expensive that even high-income families can get offers of financial aid. Your first step is to complete the federal forms, and then contact the school directly to further negotiate a financial aid package. Download the attached for tips Download here
11 Financial Tips to Make Caregiving Easier
Caregivers generally tend to their elderly/disabled family members as a labor of love, but it can also be taxing for them financially and otherwise. These 11 tips can help you manage the financial side of caregiving and keep things under control. Download the attached for tips. Download Here
Caregiving-Elder Care and You
Limitations in cognitive and physical health are the primary reasons why older adults need help with their daily activities. As we age, we can’t rule out the possibility that we may develop an impairment affecting our independence. According to The National Institutes of Health, which is a part of the U.S. Department of Health and…
May Newsletter: 7 Disciplines That Lead to Happy Retirement
May Newsletter: 7 Disciplines That Lead to Happy Retirement Much has been written about saving for retirement, and we adhere to the principle that financial security is a key component to a successful retirement. Many of you are on that road right now, while others are accessing the savings accumulated over a lifetime. Knowing how…