Your Medical Mind. How to decide what is right for you.
As I read this book, Your Medical Mind, it struck me how similar making medical decisions are to making financial decisions. For example, a quote from page 82: “… uncertainty pervades much of medical...
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When you need help with daily living activities …
People do not want to think about needing long term care. Most often, we think of this as an old-age issue. However, injury or illness that takes away your ability to bath or dress may also trigger...
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When should you get an immediate annuity? – Updated
I always marvel at a good writers’ ability to digest a complex topic down to its’ essence! Robert Powell did just this in his article titled When are income annuities right for you? Rather than steal...
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How to Use “Dynamic Updating” to Determine a Prudent Retirement Income Based...
This article is a brief summary of how all of our * research papers tie together to modernize the retirement income measurement from your investments. In other words, how to determine a prudent amount...
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Managing your loved ones money and affairs
It may be overwhelming to manage the affairs and money for a loved one who isn’t able to do that for themselves anymore. The Consumer Financial Protection Bureau (CFPB) has released booklets to help...
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Medical debt problems?
Medical debt is a special kind of debt. Medical debt also tops the list of debt collection complaints at the Consumer Financial Protection Bureau (CFPB). You’ll find helpful tips below, from the CFPB,...
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Could Filial Responsibility Laws bite you?
Dad and child Filial Responsibility Laws (in more than half the States) could surprise you when the State comes to family members to pay your relative’s long term care bills. Children or other heirs...
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What to do, and not do, as an executor with the deceased credit cards?
Male hiker exploring the Dolomites landscape So you’re the executor/successor trustee of the will/trust of a loved one. What do you do about their remaining credit card debt? Are you personally...
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What’s your plan for retiree dental care?
Most people believe Medicare covers dental – nope – Medicare does not! Some Medicare Advantage plans do (and some don’t – you need to check). Some retirees may have employer provided dental coverage....
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How should you really evaluate retirement health care costs?
A crucial part of retirement income planning is helping you estimate health care expenses in retirement, both in the first year of retirement and over a your life expectancy. These costs are...
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