Living to 100 Means Adjusting Your Plan
This week on “Money Talks,” your hosts delve take a closer look at how an investor’s desire to be a centenarian affects their financial plan.
What Will You Pay for Medicare in 2019?
Medicare Part B Premiums According to the Centers for Medicare & Medicaid Services (CMS), most people with Medicare who receive Social Security benefits will pay the standard monthly Part B premium of $135.50 in 2019. However, if your premiums are deducted from your Social Security benefits, and the increase in your benefit payments for 2019…
Don’t Wait to Ask Aging Parents These Important Questions
The best time to plan for your parents’ aging is when they are relatively healthy; otherwise, you may find yourself making critical decisions on their behalf during a crisis. We explain in this week’s Estate Planning Tip.
What You Can Do with a Will
A Will is so much more than a list of who gets what when you’re gone. Learn what it can do in this week’s Financial Tip.
What it Means to be a Financial Caregiver for Your Parents
If you have to help your parents manage their finances in the future, first you’ll need the legal authority to do so. We explain in this week’s Financial Tip.
Medicaid Planning May Not Yield the Intended Benefit
Our experts discuss a case study that explores the strategy of gifting away assets to qualify for Medicaid in the future.
Congress Suspended the File and Suspend Strategy
Congress passed the Bipartisan Budget Act of 2015, which eliminated the File and Suspend and Restricted Application for Spousal Benefits “loopholes.”
Financial Moves When You have an Empty Nest
Our experts discuss a case study regarding the financial changes a family can make once the children are grown and on their own.
Helping Your Parents Manage Their Finances
Talking to your aging parents about their finances isn’t easy. We provide some tips in this week’s Financial Tip.
Questions to ask Aging Parents
Hosts provide guidance on how to have “The Talk” with elderly parents about their future.