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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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Planning for Long Term Care in Retirement
(General/Blog)
Chris Cooper discusses the challenges in planning for retirement. 99NvauFiax8 ...
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Retiring and Living Outside the USA
(General/Blog)
The North American Free Trade Agreement (NAFTA) treaty of 1994 opened many opportunities for Americans and Canadians to buy and own real estate in Mexico. Mexico is an exciting place to consider retirement ...
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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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In The News
(General/Resources)
Starting a New Practice? Don’t Forget About the Tax Type National Underwriter Life & Health (July 12, 2010) Staying Healthy May Cost You In Retirement FoxBusiness.com (May 13, 2010) Financial Behavior ...
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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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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)
... Second, the issues in designating a beneficiary for a nonqualified plan are very similar to those for a qualified retirement plan, since, in both cases, the income constitutes “income in respect of a ...
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Employer Support for Care Giving Employees
(General/Blog)
... $6.6 billion to replace employees (9% left work either to take early retirement or quit) Nearly $7 billion in workday interruptions (coming in late, leaving early, taking time off during the day, ...
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Retiree Benefits under the American Recovery and Reinvestment Act
(General/Blog)
... for: Social Security benefits, Supplemental Security Income (SSI) benefits, Railroad Retirement benefits, or Veteran's compensation or pension benefits for any of the three months prior to the ...
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Chris Cooper, CFP®, Launches New Comprehensive Financial Planning Web Site
(General/Blog)
... retirement planning and Eldercare. ” says, Cooper. Informational financial planning videos, eldercare articles and a regular blog post are all accessible on at www.ChrisCooper.com. Chris Cooper ...
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Services
(General/Services)
... on retirement and educational funding. We also specialize in tax preparation and estate and gift tax planning. Services Provided ElderCare Advocates Comprehensive Financial Planning Investment ...
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Dangers of a Reverse Mortgage
(General/Blog)
... ways for dishonest people to get hold of person’s retirement money. One of the latest ploys of crooks is in the area of Reverse Mortgages (RM). What has been happening, especially in California, is that ...
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Using a Professional Care Manager
(General/Blog)
... for herself. Michelle decides to move in with her mother and take care of her. In return, Michelle who is temporarily out of work, has a place to live and share her mother's retirement income. Martha ...
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Financial Planning for the Multi-Generation Family
(General/ElderCare Articles)
... sampling of some multi-generational financial issues. Aging parents. Where once people lived only a few years into retirement, now they live 15, 20, 30 years or more. If the parents can't take care of ...
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Helping Your Elder Manage Financial Information
(General/ElderCare Articles)
... 256 p., $21.95. Call 1-800-223-2336 to order. National Institute of Business Management. The Retirement Tax Guide: Tactics and Strategies for Slashing Your Retirement Tax Bill. National Institute of ...
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Managing Sandwich-Generation Stress
(General/ElderCare Articles)
... college savings plans and paying for nursing home care while still saving for retirement is a formidable challenge. It helps, of course, to get an early start on saving and investing, and it’s also essential ...
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You can expect to live longer than your parents and grandparents did
(General/ElderCare Articles)
... recent studies indicate that more than half of us may eventually need long- term care, at a cost that could derail almost any retirement plan. The price of a year in a nursing home now averages almost ...
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Retirement Planning
(General/Services)
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Comprehensive Financial Planning
(General/Services)
... banking or investment products. Investment Advice Tax Planning Estate Planning Retirement Planning This page is still under construction; please check back soon for updates. ...