Hey… if you’ve arrived here chances are you were hangin’ out with us at the SMARTMOVERS launch event this past Friday the 13th (Yea… “scary”!). Good guys like Pat Cashman, Martin and Monte from Sozo Wine, Rajiv, Chef Gabe and Jerry Kingen, owner of Salty’s, all pulled together to make for good food, good wine,…
Whether it’s an honor or a burden (or both), you have been appointed trustee of a trust. What responsibilities have been thrust upon you? How can you successfully carry them out? Here are nine do’s and one don’t to get you started: Do read the trust document. It sets out the rules under which you…
How independent you are often depends on how well you can function physically. While this is one of the best reasons to stay physically active, it’s not the only one. Here’s a list of eight reasons why you should make physical activity a priority in your daily life. 1. Increases bone density and limits osteoporosis.…
Trust or Will? New Considerations for the New Year Copywright – 2012 Andrea Lee In my practice, “Do I need a Trust or a Will?” is one of the most frequently asked questions. Generally, the answer is “it depends.” Both forms of Planning have pros and cons, and with the law changes…
What can you give an aging parent who has everything this Holiday Season? Try the “gift of paying attention”. At no cost to you, this simple and invaluable gift can bring much peace and joy to entire families. As your parents age it is inevitable that we’ll see changes in their health, their ability to…
Will you lose your Social Security benefits if you work and earn money? That depends on how much money you earn. Special rules make it possible for people receiving Social Security disability benefits to work and still receive monthly payments. See their explanation on Social Security Online. We would love to here first hand examples. Do…
This past Saturday on the AgingOptions Radio Show a listener by the name of Tricia called in to inquire as to whether there might be some good alernatives to the AARP (American Association of Retired Persons)… similar organizations that could offer the same benefits associated with AARP’s vast membership “clout” in procuring savings on things…
Social Security doesn’t just pay retirement benefits to retired workers; in some circumstances, it also provides benefits to a worker’s spouse or ex-spouse and to a deceased worker’s surviving spouse. Here are the ins and outs of spouse and survivor benefits. Spousal Benefits Spouses are entitled to benefits if the marriage lasted at least 10…
In October, Medicare beneficiary David P. (not his real name), was shocked to see a charge of more than $1,000 on his credit card statement. The charge was for the complete cost of renting a machine he needed to help him recover from knee replacement surgery. The equipment is covered by Medicare, so Mr. P.…
… And What Does It Mean For Their Retirement Security? Prudential Financial sponsored research by the University of Missouri to identify the key factors that impact when individuals choose to retire. This research identified several factors that make individuals more likely to retire in any given year, including strong equity markets performance, the retirement status…
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