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Medical Bankruptcy: Will it Still Be Necessary Under Health Reform?
(General/Blog)
... greater. Also, because of Medical Savings Accounts, more health insurance plans have larger (over $5,000) deductibles before anything is actually paid for by the insurance plan. If your Medical Savings ...
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Geriatric Assessment
(General/Resources)
... transactions, retirement plans, where the patient's investments are and how they are accessed, etc. For a more indepth look at what is involved in each area of our Comprehensive Geriatric Assessment, ...
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Slow Medicine, a New Philosophy on Medical Practice for Elders
(General/Blog)
... especially in HMO’s and Medicare Advantage plans, are paid more to see more patients and do less tests and procedures. Both of these situations cause the physician to have less time to visit with the ...
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Planning for Long Term Care in Retirement
(General/Blog)
Chris Cooper discusses the challenges in planning for retirement. 99NvauFiax8 ...
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Medical Tourism: A Primer
(General/Blog)
... has opened this door to medical tourism wider, especially for employer sponsored health care plans that are self insured. A self insured plan is where the employer (or a union such as in the UAW’s Voluntary ...
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Resolving Legal and Financial Issues in Elder Care
(General/Blog)
... o Environmental: location, age, accessibility and more Aired at: Financial Planning Association Virtual Learning Center Date and Time Presentation Aired: July 14, 2010 (2–3 p.m. EDT) Presenter: Chris ...
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Courses Offered
(General/Resources)
The following are continuing education courses offered by Chris Cooper and Company, Inc. The programs listed below are designed to address specific learning objectives for financial planners, CPAs, attorneys, ...
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Six Areas of a Comprehensive Geriatric Assessment: Financial
(General/Blog)
When making long term care decisions, many people seek the advice of financial planners to decide if they have the ability to pay for it and what is involved in the process. 1yYqLG6GGx8 ...
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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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The Benefits of a Roth Conversion
(General/Blog)
... to convert not only their traditional IRA accounts, but also 401(k), 403(b), and 457 accounts to Roth IRAs (assuming the account-holders are otherwise eligible for a qualified plan distribution). Converting ...
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Gearing Up for Life on the RV Road
(General/Blog)
... an RV is essential. RVIA and others suggests the following: Attend an RV show or visit an RV dealer to comparison shop; examine different models, vehicle types and floor plans; learn about RV financing ...
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Helping Older Relatives Articulate Their Long-Term Care Wishes
(General/Blog)
In the best of all situations, helping an older relative or a parent plan for long-term care and other end-of-life issues happens when they’re healthy and various options can be considered with adequate ...
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In The News
(General/Resources)
... (2007) No Longer An Ancillary Service Financial Advisor Magazine (April 2004) Tax Prep as Part of Financial Planning? A Question with Different Answers eb.com (July 2001) Powerful Partners Financial ...
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Should You Be a Borrower or Lender? The Return of the Personal Loan
(General/Blog)
... The most important thing to remember and plan for? When two people who are close to each other enter into such an arrangement, the most valuable thing really isn’t the money. It’s their relationship. ...
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The Pitfalls of Naming a Trust as a Beneficiary
(General/Blog)
Often a trust is an appropriate retirement plan beneficiary to avoid having the account payable to a beneficiary who is a minor or not yet financially mature enough to handle a large inheritance. However, ...
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Annuities & Estate Planning
(General/Blog)
Nonqualified variable and fixed annuities (i.e., annuities purchased with after-tax dollars) require special attention in the estate planning process to assure maximum post-death tax deferral. First, ...
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Employer Support for Care Giving Employees
(General/Blog)
... The attorney at our 'lunch and learn' answered my few basic questions which will allow me to prepare what I need before I meet with him to finalize my parents' estate planning.” Employers, employees ...
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The End of The Estate Tax (otherwise known as “Throw Granny from the Train”)
(General/Blog)
... during the year 2010, and would revert to pre-2001 law beginning in the year 2011. Until December 2009, most estate planning and tax professionals believed that Congress would change the law before ...
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Retiree Benefits under the American Recovery and Reinvestment Act
(General/Blog)
... Reinvestment Act of 2009, the Obama plan for some, is one of the key pillars of the economic stimulus plan - the President signed the bill into law on February 17, 2009, and implementation started almost ...
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Chris Cooper, CFP®, Launches New Comprehensive Financial Planning Web Site
(General/Blog)
Chris Cooper, CFP®, owner and founder of Chris Cooper & Company, Inc., announced today the launch of his new comprehensive financial planning web site. This web site offers relevant financial planning ...