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Medicare Open Enrollment
Medicare Open Enrollment Period Begins October 15 What is the Medicare open enrollment period? The Medicare open enrollment period is the time during which people with Medicare can make new choices and pick plans that work best for them. Each year, Medicare plans typically change what they cost and cover. In addition, your health-care needs […]
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Social Security Claiming Strategies for Married Couples
Deciding when to begin receiving Social Security benefits is a major financial issue for anyone approaching retirement because the age at which you apply for benefits will affect the amount you’ll receive. If you’re married, this decision can be especially complicated because you and your spouse will need to plan together, taking into account the […]
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Why it Pays to Delay Taking Social Security
The Flawed Belief that Drives People to Start Social Security Early. When it was started by FDR in 1935, Social security was started as “Old Age Insurance“ to protect Americans against living too long and running out of money.  However, sometimes many of us mistakenly regard it as just one more investment that they should […]
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Wealthy Suffer From ‘Estate-Planning Fatigue’
Despite their wealth and business savvy, more than one-third of high-net-worth families have not taken the most basic steps to protect and provide for their loved ones when they die, according to a recent survey by The CNBC Millionaire Survey found 38 percent of those with investable assets of $1 million or more have […]
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Check Out The “Freshness Date” On Your Will
Conducting a Periodic Review of Your Estate Plan What is conducting a periodic review of your estate plan? With your estate plan successfully implemented, one final but critical step remains: carrying out a periodic review and update. Imagine this: since you implemented your estate plan five years ago, you got divorced and remarried, sold your […]
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Why You Can’t Trust All Retirement Calculators
There are a lot of basic retirement calculators on the Internet, but few of them take into consideration the factors that are truly important. It’s not your current income that’s the key piece of information to determine your retirement number—it’s how much you want and need to spend during retirement. What you’ll spend in the […]
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