How to Qualify For Medicare April 13, 2022 by David Goldstein Articles , Featured , Financial Planning for Seniors - Medicare is a national health insurance program for seniors, certain people with disabilities, and sometimes their families. It offers healthcare coverage when they would otherwise have difficulty affording it. In the United States, Medicare is administered by the Centers for Medicare & Medicaid Services (CMS). The program has three parts: Medicare Part A is hospital … Continue reading "How to Qualify For Medicare" Should You Invest in Land at a Young Age? October 15, 2021 by Jennifer Grey Articles , Featured , Financial Planning for Seniors - While many considering investing to be more of a middle-aged thing, it’s good to invest when you’re young. There are more young entrepreneurs out there building an impressive real estate portfolio at a young age. Here are some reasons to invest in land when you’re young. Build More Compound Interest If you start to invest … Continue reading "Should You Invest in Land at a Young Age?" Finding Affordable Properties With Value October 15, 2021 by Jennifer Grey Articles , Featured , Financial Planning for Seniors - When buying affordable property, you want to prioritize the things that will matter in the long run. How well specific attributes hold up over time will determine the value of the property you’re considering. Shelter should be built to last, so investing in anything less than a durable, reliable property like those represented by san … Continue reading "Finding Affordable Properties With Value" Things to Consider Before a Home Remodel October 15, 2021 by Jennifer Grey Articles , Featured , Financial Planning for Seniors - After ten years of living in your house, you might think about remodeling your home. You want to modernize things or repair damaged sections of the house. Before you start remodeling, you need to weigh your options to see the best course of action. Here are some things to consider before a home remodel. Have … Continue reading "Things to Consider Before a Home Remodel" Probate Court 101: What You Need to Know August 13, 2017 by Jennifer Grey Financial Planning for Seniors - A probate court oversees the distribution of assets when a person dies (called a decedent in legal terms). It adjudicates a will’s validity, enforces will provisions, and also handles the distribution of property when someone dies intestate—or without a valid will. When a will is contested, the matter is also resolved in probate court. The … Continue reading "Probate Court 101: What You Need to Know" Forced to Retire? Ask These Questions Before You Leave August 13, 2017 by Jennifer Grey Financial Planning for Seniors - Millions of Americans have been forced to take “early retirement” packages in recent years—even in companies that are financially stable. This can be a shock, especially to employees who’ve dedicated years of faithful service to an employer. But when you’re forced to take early retirement, you have to look out for yourself first. Before you … Continue reading "Forced to Retire? Ask These Questions Before You Leave" 7 Steps to Prepare for Your Upcoming Retirement July 16, 2020 by David Goldstein Articles , Featured , Financial Planning for Seniors - For some people, a secure retirement means freeing themselves from work so they can spend more time with their families, work on their gardens, or visit the golf course more often. For others, it could mean transitioning from an 8 to 5 job to restricting themselves to part-time work. Regardless of what you intend to … Continue reading "7 Steps to Prepare for Your Upcoming Retirement" Retiring Soon? Four Things You Need to Do to Get Ready August 13, 2017 by Jennifer Grey Financial Planning for Seniors - Maybe you’re looking forward to retirement—or maybe you’re dreading it. Either way, you’re almost there—and now is the time to start thinking about how to prepare. Here are a few ways you can make sure you’re ready for retirement when it comes. Know what you’ll need The typical formula is that you’ll need 70% of … Continue reading "Retiring Soon? Four Things You Need to Do to Get Ready" Seniors Need to Plan for Inflation During Retirement June 25, 2019 by David Goldstein Articles , Featured , Financial Planning for Seniors - Inflation is something that impacts not just those who are currently working, but also retired seniors. Inflation rears its ugly head regardless of the economic situation and time. This can have a huge impact to those who are living off their retirement money or savings. The key here is to know how to mitigate the … Continue reading "Seniors Need to Plan for Inflation During Retirement" Protect What’s Important: 4 Decisions You Need to Make When Creating Your Estate Plan September 15, 2020 by David Goldstein Articles , Featured , Financial Planning for Seniors - Everyone should have an estate plan with final directives for the disposition of personal possessions and final wishes, especially if you have significant valuables or a complex inheritance line. While you will have to consider many things when preparing your estate plan, here are four types of critical documents that should be given priority attention. … Continue reading "Protect What’s Important: 4 Decisions You Need to Make When Creating Your Estate Plan"
How to Qualify For Medicare April 13, 2022 Articles, Featured, Financial Planning for Seniors - Medicare is a national health insurance program for seniors, certain people with disabilities, and sometimes their families. It offers healthcare coverage when they would otherwise have difficulty affording it. In the United States, Medicare is administered by the Centers for Medicare & Medicaid Services (CMS). The program has three parts: Medicare Part A is hospital … Continue reading "How to Qualify For Medicare"
Should You Invest in Land at a Young Age? October 15, 2021 Articles, Featured, Financial Planning for Seniors - While many considering investing to be more of a middle-aged thing, it’s good to invest when you’re young. There are more young entrepreneurs out there building an impressive real estate portfolio at a young age. Here are some reasons to invest in land when you’re young. Build More Compound Interest If you start to invest … Continue reading "Should You Invest in Land at a Young Age?"
Finding Affordable Properties With Value October 15, 2021 Articles, Featured, Financial Planning for Seniors - When buying affordable property, you want to prioritize the things that will matter in the long run. How well specific attributes hold up over time will determine the value of the property you’re considering. Shelter should be built to last, so investing in anything less than a durable, reliable property like those represented by san … Continue reading "Finding Affordable Properties With Value"
Things to Consider Before a Home Remodel October 15, 2021 Articles, Featured, Financial Planning for Seniors - After ten years of living in your house, you might think about remodeling your home. You want to modernize things or repair damaged sections of the house. Before you start remodeling, you need to weigh your options to see the best course of action. Here are some things to consider before a home remodel. Have … Continue reading "Things to Consider Before a Home Remodel"
Probate Court 101: What You Need to Know August 13, 2017 Financial Planning for Seniors - A probate court oversees the distribution of assets when a person dies (called a decedent in legal terms). It adjudicates a will’s validity, enforces will provisions, and also handles the distribution of property when someone dies intestate—or without a valid will. When a will is contested, the matter is also resolved in probate court. The … Continue reading "Probate Court 101: What You Need to Know"
Forced to Retire? Ask These Questions Before You Leave August 13, 2017 Financial Planning for Seniors - Millions of Americans have been forced to take “early retirement” packages in recent years—even in companies that are financially stable. This can be a shock, especially to employees who’ve dedicated years of faithful service to an employer. But when you’re forced to take early retirement, you have to look out for yourself first. Before you … Continue reading "Forced to Retire? Ask These Questions Before You Leave"
7 Steps to Prepare for Your Upcoming Retirement July 16, 2020 Articles, Featured, Financial Planning for Seniors - For some people, a secure retirement means freeing themselves from work so they can spend more time with their families, work on their gardens, or visit the golf course more often. For others, it could mean transitioning from an 8 to 5 job to restricting themselves to part-time work. Regardless of what you intend to … Continue reading "7 Steps to Prepare for Your Upcoming Retirement"
Retiring Soon? Four Things You Need to Do to Get Ready August 13, 2017 Financial Planning for Seniors - Maybe you’re looking forward to retirement—or maybe you’re dreading it. Either way, you’re almost there—and now is the time to start thinking about how to prepare. Here are a few ways you can make sure you’re ready for retirement when it comes. Know what you’ll need The typical formula is that you’ll need 70% of … Continue reading "Retiring Soon? Four Things You Need to Do to Get Ready"
Seniors Need to Plan for Inflation During Retirement June 25, 2019 Articles, Featured, Financial Planning for Seniors - Inflation is something that impacts not just those who are currently working, but also retired seniors. Inflation rears its ugly head regardless of the economic situation and time. This can have a huge impact to those who are living off their retirement money or savings. The key here is to know how to mitigate the … Continue reading "Seniors Need to Plan for Inflation During Retirement"
Protect What’s Important: 4 Decisions You Need to Make When Creating Your Estate Plan September 15, 2020 Articles, Featured, Financial Planning for Seniors - Everyone should have an estate plan with final directives for the disposition of personal possessions and final wishes, especially if you have significant valuables or a complex inheritance line. While you will have to consider many things when preparing your estate plan, here are four types of critical documents that should be given priority attention. … Continue reading "Protect What’s Important: 4 Decisions You Need to Make When Creating Your Estate Plan"
