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Medical Bankruptcy: Will it Still Be Necessary Under Health Reform?
(General/Blog)
... to this, which you may not have under bankruptcy so you need competent tax advice as well when considering these approaches. Also, before using your credit card to pay for medical bills, call the provider ...
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Geriatric Assessment
(General/Resources)
... living versus where they should be living and what facilities can serve their needs best. RXu9j9wLOCc Financial When making long term care decisions, many people seek the advice of financial ...
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Slow Medicine, a New Philosophy on Medical Practice for Elders
(General/Blog)
... of life is not very good after going through so many medical procedures and tests that may have limited benefits to us. The one argument from a scientific point of view is that we need most of us to endure ...
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Medical Tourism: A Primer
(General/Blog)
... in Mexico. The object here is to get quality care at much lower prices. As baby boomers age, there is an increased need for more orthopedic surgeries such as knee and hip replacements. The American Academy ...
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When Is It Time to Consider Moving a Family Member with Memory Impairment?
(General/Blog)
Very few people in the early stages of memory loss (generically called dementia) will recognize their need for assistance with personal care and other activities. Most people with memory impairment will ...
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Courses Offered
(General/Resources)
... Your Client’s Health Care Risks Join Chris Cooper, CFP® for this full day workshop as he walks you through how to advise clients on aspects of long-term care planning and need to know the ins and outs ...
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Retiring and Living Outside the USA
(General/Blog)
... living, a vacation home or even a permanent, principal residence for those who live close to the border between Mexico and the USA. There are a few things you need to take into consideration when planning ...
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Six Areas of a Comprehensive Geriatric Assessment: Environmental
(General/Blog)
... versus where they should be living and what facilities can serve their needs best. RXu9j9wLOCc ...
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Gearing Up for Life on the RV Road
(General/Blog)
More than 30 million Americans are RVing these days. But as romantic as it may appear, would-be buyers or renters of recreational vehicles need to do more than test drive a “home on wheels” before joining ...
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Helping Older Relatives Articulate Their Long-Term Care Wishes
(General/Blog)
... time to do so. Unfortunately, events can sometimes intervene and make an elder’s need for assistance an emergency. This is why it’s so important for adult children and younger relatives to gather up the ...
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In The News
(General/Resources)
... in Retirement Summit SourceMedia Conferences (November 2009) Long-Term Care:What You Need To Know Financial Advisor Magazine (December 2009) Older Investors Need to Earn More on Investments Yahoo Finance ...
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Joint Ownership of Life Insurance
(General/Blog)
... ILIT avoids the risk that a child may inappropriately borrow on or surrender the policy during the parent’s lifetime, or fail to make the death proceeds available when needed for payment of estate taxes. ...
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Why You Need a Fiduciary During Your Retirement Years
(General/Blog)
People are living longer than ever before. There may come a time when you won't be able to take care of yourself or your financial affairs. This is why you need a fiduciary. SYqCxI03BwQ ...
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Annuities & Estate Planning
(General/Blog)
... ownership by a trust during the purchaser’s lifetime should generally be avoided. An annuity will avoid probate if it has a named beneficiary; therefore, there is no need for a trust to own the annuity. ...
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Employer Support for Care Giving Employees
(General/Blog)
“There are only four kinds of people in this world. Those who have been caregivers, those who are caregivers, those who will be caregivers, and those who will need caregivers.” Rosalynn Carter, Former ...
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Retiree Benefits under the American Recovery and Reinvestment Act
(General/Blog)
... regularly have to file a tax return, will need to file to this payment. Now here’s the governments” words: “Each tax return on which this credit is claimed must include the social security number of ...
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Chris Cooper, CFP®, Launches New Comprehensive Financial Planning Web Site
(General/Blog)
... need financial advice, but they don’t want what financial sales people are handing out. My new website is developed to provide people with more thorough resources regarding tax planning, investment planning, ...
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Terms of Use
(General/Main)
... this Web Site has no regard to the specific investment objectives, financial situation, or particular needs of any visitor. It is published solely for informational purposes and is not to be construed ...
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Important Disclosure
(General/Main)
... to accuracy, and does not purport to be complete and is not intended as the primary basis for investment decisions. It should also not be construed as advice meeting the particular investment needs of ...
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Peter Jennings Reporting - Breakdown: America’s Health Insurance Crisis
(General/Blog)
... in better medical care? Our health insurance system, with its growing inequities and spiraling costs is revealed as a broken system, in desperate need of comprehensive reform. ...