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 [...]
10 Social Security Mistakes That Can Devastate Retirement Income
Social Security, even with all its problems, is unquestionably an important component of retirement income for millions of Americans. For about half of seniors, Social Security is 50% of their income, and 1 in 4 seniors say it makes up at least 90% of their income. There are more parts to Social Security than most people realize. Only in [...]
4 Dangerous Estate Planning Myths (VIDEO)
Estate planning is essential, but there are four myths that can defeat your intent.
Calculate Early Social Security (VIDEO)
Taking Social Security before full retirement age reduces your benefit permanently. Here's how to calculate how much you'll get.
5 Critical Checks for Your Power of Attorney
How many times have you seen articles reminding you how important it is to have a power of attorney (POA) document in place just in case something happens and you can’t care for yourself or make your own decisions. Absolutely, you need a POA. But make sure it’s structured correctly. The attorney who drafts your POA most likely uses [...]
Don’t Exclude Your House from Retirement Planning
Planning for retirement includes a cornucopia of facts, details and speculation—when do you want to retire, how much will it cost for the lifestyle you want, how long do you think you’ll live—all important considerations. The money can come from a long list of possibilities—a 401(k), IRAs, non-retirement investments, and Social Security. Oddly enough, one of the biggest assets [...]
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