Aging Options

Giving Financial Help to a Loved One on Medicaid: Know the Rules!

When a loved one goes on Medicaid for long-term care, the assumption (especially if that person is widowed or otherwise single) is that their resources are meager. Since family and friends may want to help out with “a little extra” to make the Medicaid beneficiary’s life a bit more pleasant, the question immediately arises: is … Read more

Working Longer is an Unpredictable Retirement Strategy

Most financial experts who study retirement will agree that working longer is an excellent way to improve a person’s retirement outlook. The longer one works, these experts remind us, the more they can save, the later they can take Social Security, and the better off they are mentally and emotionally. After all, the old saying … Read more

A Safe Harbor Trust Offers Security, Peace of Mind

Anyone who has ever sailed in open water understands the idea of a safe harbor. When the weather threatens and the sea becomes turbulent, even the largest ships head for the calm, protective waters of a port where they can ride out the storm in safety – a “safe harbor.” In a metaphorical way, a … Read more

There’s More to Retirement Planning Than Saving Money

When you think of the term “retirement planning,” what comes to mind? For most Americans, financial planning is what comes to mind. In our country, retirement planning is synonymous with financial planning. Don’t believe me? Google the term “retirement planning” and see what comes up. When I Googled the term recently, I got 594 million … Read more

For Security Plus Protection, a Life Insurance Retirement Plan is Worth Considering

Many people think of “retirement savings” and “life insurance” as two completely separate things – but that’s probably because they’ve never heard of a financial strategy called a life insurance retirement plan. Abbreviated “LIRP,” a life insurance retirement plan can offer a solid combination of benefits: secure savings plus the protection for your loved ones … Read more

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