Blog
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The 65th birthday is key, when it comes to Medicare and the deadlines are taken seriously. Potential Medicare enrollees can face some pretty stiff late-enrollment penalties and they don’t end, according to The New York Times in “If You Do Medicare Sign-Up Wrong, It Will Cost You“. The mistakes are expensive and they are frequently […]
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Social Security is likely to be very important to your retirement. But wait, the amount can vary. Just when to begin taking Social Security can be a real challenge because the time to begin filling your claim ranges from the age of 62 to 70, according to the Independent Record in “These 3 Factors Should […]
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It may not be the best time when the pressure is on. However, read the contract and get some advice. If you are preparing to move to a retirement community or care community yourself, it is best to read that fine print very carefully and better yet, get some legal advice before signing, according to […]
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Want to go from Boomer lifestyle to sitting down? Probably not! The idea of retirement as a time to settle down and no longer be an active citizen is being challenged by a generation that has so far changed every stage of living, according to Next Avenue in “How to Avoid Becoming a ‘Bored Boomer’ […]
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Planning for retirement years is much more than looking after your bank account. It is very important to prepare for old age. It turns out that it is frequently more than looking after your financial situation. It is also a good idea to prepare to remain independent and in good health, according to The Mercury […]
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More than 5.7 million people in this country are suffering from the disease. More and more members of families are experiencing the dilemma of expressing their wishes before they become incapacitated from Alzheimer’s Disease, according to USA Today in “B. Smith’s Alzheimer’s raises question: How to protect your wishes when incapacitated“. The article discusses the […]
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If the legal documents aren’t signed and notarized properly, there is a good chance that problems will arise. A properly prepared will could have avoide many of the problems faced by a woman who thought she was protected, according to News 2 in “The power of a will and trouble without one“. Ms. Denise Cockrum […]
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Trusts have been around for a very long time and it is important to understand how they work. A trust can be quite complicated. That is why you need good legal representation in order to use one properly, according to the Pittsburgh Post-Gazette “Do I need a trust?“. Trusts are created using a tailored trust […]
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With the traditional family on a downward trend, the modern family is raising some new questions for estate planning. The rising numbers of modern and blended families have created some challenges for estate planning, according to Forbes in “How Long Will Stepmom Live? And Other Vexing Estate Planning Questions for Modern Families“. An example is […]
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Giving for the tax break or to better your community? Or Both? Some people donate to charities primarily for the tax breaks, so the U.S. Tax Cuts and Jobs act may cause them to review their charitable giving, says Barron’s Penta in “How to Leave Assets—With an Immediate Tax Write-Off”. The charitable deduction for gifts […]