Retirement Watch Weekly
Separating the Myths and Facts of Long-Term Care
Long-term care is a great American paradox. On the one hand, most people don’t want to talk about it. A recent survey found that 25% of adults would rather go to the dentist than discuss LTC. Fewer than 30% of adults have had a conversation about long-term care planning. Yet, paying for LTC and the […]
Closing the Door to Your Greatest Fraud Risk
The recent headlines about the theft of tens of millions of personal information from health insurer Anthem shouldn’t have been a surprise, and it is the type of action you should expect to hear about regularly. Your greatest risk of being scammed or having your identity stolen might be one you don’t suspect. The big […]
Planning This Year with Last Year’s Tax Return
Don’t close last yera’s4 income tax return files just yet. You should use that tax return to plan for the rest of this year and even next year. Tax planning should be a year-round activity these days, and last year’s tax return is the best place to start. The federal income tax return also is […]
Estate Planning Estate Tax and Trust Tricks, Traps for Married Couples
Too many married couples are making a big mistake. They believe current estate tax law exempts them from having to plan or consider estate taxes in their plans. That misunderstanding could lead to problems. While the estate tax law enacted in early 2013 has many benefits, you need to know how to maximize them. Two […]
The Classics: The Way to Wealth
Benjamin Franklin Courteous Reader, I have heard that nothing gives an Author so great Pleasure, as to find his Works respectfully quoted by other learned Authors. This Pleasure I have seldom enjoyed; for tho’ I have been, if I may say it without Vanity, an eminent Author of Almanacks annually now a full Quarter of […]
The Classics: IF
Rudyard Kipling If you can keep your head when all about you Are losing theirs and blaming it on you, If you can trust yourself when all men doubt you But make allowance for their doubting too, If you can wait and not be tired by waiting, Or being lied about, don’t deal in lies, […]
The Classics: The Charge of the Light Brigade
Alfred, Lord Tennyson Half a league half a league Half a league onward All in the valley of Death Rode the six hundred: `Forward the Light Brigade Charge for the guns’ he said Into the valley of Death Rode the six hundred `Forward the Light Brigade!’ Was there a man dismay’d? Not tho’ the soldier […]
Checklist: Wills and Estate Planning Update
If there has been a change in any one or more of the factors listed since the last review of your estate plan, then it is time to get in touch with your estate planner and update the plan. The marital status of you or any of your family members The birth or adoption of […]
