The Role of the Living Will
It is a common misconception that a "Will" covers everything. In reality, a standard estate planning package includes four distinct documents: the Will, a Durable Power of Attorney, a Health Care Power of Attorney, and a Living Will. While the standard Will addresses what happens after death, the other three focus on your care while you are still alive. [...]
What is My Social Security Break-Even Age?
There’s an old axiom that says nothing in life is certain except death and taxes. True enough. But there’s one other thing that’s certain; we’re all going to retire—sometime. The number one retirement question I’m asked is, “What is the perfect age to retire?” Close on its heels is, “When should I start taking Social Security?” The Social Security question [...]
Encourage Mom and Dad to Keep a Little Black Book
For those of us who’ve lived a while, we remember the “little black book”—the place you kept important contact information before the technology revolution. If you’re caring for elderly parents or you think that’s a possibility, encourage mom and dad to keep a little black book, not for dating purposes, but to help you take care of them in this [...]
Vision Insurance For Retirees
If you’re a retiree or approaching retirement you probably remember Johnny Nash singing I can see clearly now the rain is gone I can see all obstacles in my way. Gone are the dark clouds that had me blind. It's gonna be a bright, bright, sunshiny day. And that’s exactly what today’s retirees want. It’s just fact that as [...]
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