Lifestyle

First time home-buyer tax credit extension bill passage on November 3rd. Let’s hope.

If Senate Majority Leader Harry Reid’s (D) prediction last week is correct we... 

Online Assets and Estate Planning

With the increasing use of online services such as banking, paypal, and the acquistion... 

The Golden Years, Tarnished

Many retirees had planned on retiring this year based on the bull market of 2007. ... 

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Estate Planning

Online Assets and Estate Planning

With the increasing use of online services such as banking, paypal, and the acquistion... 

Estate Planning Blues

Although my retirement planning practice is focused on the asset protection needs... 

Estate Planning: It’s For Young People, Too

I teach Estate Planning and Administration from an attorney/paralegal perspective at... 

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Retirement

Retirement Plan

Lengthening life spans affect savings Plans – Dallas Morning News Lengthening life spans affect savings PlansDallas Morning News”Life expectancy now is close to 80, yet less than 20 percent of the American population in their 50s has even tried to design a Retirement Plan,” said …and more »  Read More →

What You Should Know About Penny Stocks

Are you looking for a cheap and easy investment to make a good return on? If you are, then you should look into penny stocks. Penny stocks are great for investors who are looking to buy a good opportunity to dramatically increase the value of their holdings, even though they may face a substantial amount of risk. The low prices of penny stocks gives... [Read more of this review]

Retirement Plan

Lengthening life spans affect savings Plans – Dallas Morning News Lengthening life spans affect savings PlansDallas Morning News”Life expectancy now is close to 80, yet less than 20 percent of the American population in their 50s has even tried to design a Retirement Plan,” said …and more »  Read More →

How Much Money To Retire?

How much money to retire is a question many ask…I propose it is the wrong question to be asking. It should be how much longer can I wait before retiring. The longer you wait to retire the less time you will be retired. Do the math, time does not stop while we acquire more wealth. When focused on nothing but money, retirement planning overlooks... [Read more of this review]

Social Security

Rash of retirements push Social Security to brink – USA Today USA TodayRash of retirements push Social Security to brinkUSA TodayWASHINGTON %26mdash; Social Security’s annual surplus nearly evaporated in 2009 for the first time in 25 years as the recession led …  Read More →

Frugal Retirement…Living Aboard a Sailboat

When you mention frugal living some immediately think of sacrificing and denial…frugal living does not have to be like that at all. Think of life living on a sailboat…that’s fun not sacrifice. Retirement plans have been shaken recently by the current poor economy. Some are saying, my IRA’s and 401K’s just won’t... [Read more of this review]

Medicare

My Turn: Setting health care writer straight – BurlingtonFreePress.com Plain DealerMy Turn: Setting health care writer straightBurlingtonFreePress.comFact: Medicare, and to a certain extent Medicaid, provide health insurance to the most medically costly group in our society. These programs are not perfect …Single-payer is only answer... [Read more of this review]

Medicare

Rep. Ryan proposes radical solution to budget problem – Washington Post Washington PostRep. Ryan proposes radical solution to budget problemWashington PostMedicare? Same thing. Health care? Ryan repeals the subsidy for employer-provided insurance, replacing it with a tax credit. …Rep. Ryan warns of fiscal meltdownMilwaukee Journal SentinelBoehner... [Read more of this review]

Retirement Plan

Estate Planning: Private Retirement Plans and asset protection – Lake County News Estate Planning: Private Retirement Plans and asset protectionLake County NewsOne of the very best domestic asset protection opportunities available to California residents is their private Retirement Plan; not to be confused with …Advisors Weigh Retirement... [Read more of this review]

Annuities Can Still Work For You

It is getting harder to make ends meet Perhaps you have heard the phrase, more month left at the end of the money. It means simply you have more expenses than you have money to pay them at the end of the month. Now apply that same thought to your retirement years. You may have a goal to retire at 59 years old. Assuming you are reasonably healthy,... [Read more of this review]

Social Security

It’s Politics: Battle over privatizing Social Security heats up; El Monte … – San Gabriel Valley Tribune TPMDC (blog)It’s Politics: Battle over privatizing Social Security heats up; El Monte …San Gabriel Valley TribuneLinda Sánchez is leading a Democratic effort to force Republicans into a politically charged vote... [Read more of this review]

Why Spend Money On Long Term Care Insurance

As the majority of us approach middle age, one sees our parents are rapidly approaching retirement years. Some need our help, others don’t. For adult children who do end up in a position where they must provide some sort of emotional, physical and/or financial support for one or both parents, it is probably way past the point where their parents... [Read more of this review]

When May Be The Best Time To Get Long Term Care Insurance

It’s difficult to watch ourselves age. It’s also difficult to watch our parents age. It’s even more difficult when it comes to figuring out how to help them when the time comes. This type of help can be anything from some financial assistance, a few trips to the doctor’s office, or helping them find a long term care facility... [Read more of this review]

Retire to Ecuador…for Cheap Living in Style

Ecuador… a country off the radar, offers very cheap retirement living. Ecuador is not only a cheap place to retire…it is a great place to retire. Many Americans have discovered much to rave about besides the low prices. The US dollar is the official currency of Ecuador, a source of comfort to some retirees. Expats report that the Ecuadoran... [Read more of this review]

Social Security

House Democrats attack GOP budget proposal – Washington Post Dane101House Democrats attack GOP budget proposalWashington Post”The Republican budget provides tax breaks for the wealthy, ends Medicare as we know it and privatizes Social Security. Here they go again, rehashing the …Boehner waffles on plan to slash Medicare, privatize... [Read more of this review]

Retirement Plan

Iowa Senate gives final OK to Retirement Plan – BusinessWeek Radio IowaIowa Senate gives final OK to Retirement PlanBusinessWeekChet Culver a package of early Retirement incentives for state workers expected to save the state up to $60 million a year and cut into a big budget …State early Retirement Plan OK’dWaterloo Cedar Falls... [Read more of this review]

Medicare

Health care reform renews the promise of Medicare – Post-Bulletin TopNews United StatesHealth care reform renews the promise of MedicarePost-BulletinTim Walz Medicare is the lifeline for millions of seniors. Today, we need to renew the promise of Medicare and that is what health care reform does. …Public Health Tab to Hit MilestoneWall... [Read more of this review]

401k Rollover Options When Losing A Job

A 401k is a retirement arrangement of employers to their employees. Employees are not required to pay income tax over the account unless it is withdrawn during the person’s retirement. When an employee decides to terminate his employment in a certain company, a 401k rollover takes place. The retirement fund will be transferred to another plan. When... [Read more of this review]

Social Security

Anguilla’s Social Security Benefits Increased – Anguilla LNT Newsday (subscription)Anguilla’s Social Security Benefits IncreasedAnguilla LNT(The Valley, Anguilla) – The Benefit Increases from Social Security that was announced by the Government of Anguilla in December last year is now a reality. …Social Security will... [Read more of this review]

LTC Ins Is Likely To Be The Best Investment In 2010

As many of us approach middle age, we find our parents are at a fast rate approaching old age. Some need our help, others don’t. For adult children who do are in a position where they must provide some sort of emotional, physical and/or financial support for one or both parents, it is probably way past the point where their parents would be... [Read more of this review]

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