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Knowing Medicare’s rules about nursing home care.

Changes often come with aging and unfortunately many people don’t have long term care insurance to cover the high cost of a nursing home, should that be required.  This article by Attorney Bo Bingham at TheSpectrum.com discusses planning in advance…

Your New Year’s Financial Resolutions

It’s the time of year to think about New Year’s resolutions, and now is an excellent time to resolve to assess your retirement readiness and security early in 2017.  This Money article by Walter Updegrave suggests two resolutions you should make…

Want to boost your retirement income? Here’s how.

With fewer traditional pension plans available, it’s vitally important that those contemplating their future retirement consider all the income options available to them. This pantagraph.com article by Selena Maranjian describes ten tips to help you position for a more comfortable retirement.…

Planning for retirement? Don’t make these mistakes.

Planning for retirement can sometimes seem daunting, but there are two simple mistakes that are far too often made by those making plans for their golden years.  This Moneyips.com article by Shaun Plum explains how underestimating your life expectancy and overestimating how long…

The 4% retirement rule, and why it might not work for you.

The 4% rule- the advice many advisors give for how much of your nest egg you should withdraw annually during retirement – isn’t as cut and dried as it may seem.  It could spell trouble if your investment returns don’t…

Trust fund may be depleted earlier than thought

A newly release assessment by the Congressional Budget Office (CBO) has projected that the Social Security Trust Funds may be depleted years earlier than expected, forcing cuts to Social Security benefits beginning in 2030.  This, of course, is if Congress…

Save on taxes in retirement by thinking ahead

It pays to think long term if you want to save money on taxes after you retire.  This article by Kelli B. Grant appears at msn.com and explains some tax saving strategies that you can use now to save money…

Misleading the public about Republican plans to cut Social Security

There’s a lot of hoopla since the election about supposed nefarious plans by Republicans to cut Social Security, with a recent bill introduced by Rep. Sam Johnson getting much of the attention.  But the facts tell a different story; that…

Changes to Medicare rules will benefit “high need” patients

New Medicare regulations going into effect on January 1st should inure to the benefit of “high need” patients who require a more coordinated level of care.  Physicians have long lamented that Medicare doesn’t reimburse them for their extra time collaborating with…

Retirement decisions that will make a difference

Managing your investments in retirement should be an important part of your planning process.  How you allocate your investments, how  much of your nest egg you withdraw each year to live on, and how committed you are to sticking to…

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