Search
-
Planning for Long Term Care in Retirement
(General/Blog)
Chris Cooper discusses the challenges in planning for retirement. 99NvauFiax8 ...
-
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 ...
-
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 ...
-
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
-
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 ...
-
The Benefits of a Roth Conversion
(General/Blog)
... of income exists only for 2010 conversions. Alternatively, taxpayers may elect to report 100% of the converted amounts on their 2010 returns and pay the tax all in one year. With a little creative planning, ...
-
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 ...
-
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 ...
-
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 ...
-
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, ...
-
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, ...
-
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 ...
-
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 ...
-
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 ...
-
Services
(General/Services)
Chris Cooper & Company Inc., is a comprehensive financial planning firm. We believe looking at the client's complete financial picture is the only way to properly assess sound financial advice. This ...
-
Important Disclosure
(General/Main)
... do not render or offer to render personalized investment advice or financial planning advice through this medium. This medium is limited to the dissemination of general information on the adviser’s service ...
-
ElderCare Web Links
(General/Resources)
... services information. A service of the U.S. Department of Health and Human Services. Planning for Eldercare Homepage - http://www.longtermcarelink.net/ncpc.htm Contained here are 34 in-depth chapters, ...
-
Are Gifts Taxable?
(General/ElderCare Articles)
... tax when you die. The gift tax rules do provide some planning opportunities. One tax advantage of giving gifts now is that you can lower the value of your estate, thereby minimizing any potential estate ...
-
Assisted Living Facilities: When Home Isn't the Place to Be
(General/ElderCare Articles)
... to meet the daily needs of residents. The staff of ALFs generally encourage the involvement of residents and their families, neighbors, and friends in planning programs and creating a supportive environment. ...
-
Beware of Informal Estate Planning
(General/ElderCare Articles)
... is that it did not come from an estate planning professional. Where this kind of advice typically comes from are bank tellers and next door neighbors. Both the neighbor next door and the bank teller are ...