Money And Legal − Latest Articles:

Caregiver Tips in Helping with Medicare

By Ross Blair, PlanPrescriber.com 1. Manage Timelines Effectively: Medicare eligibility begins for U.S. citizens and legal residents when they turn 65. A person has a seven-month initial enrollment period that begins three months before their birthday month and ends three months after. During this initial enrollment period, a person can enroll in Original Medicare (Parts A&B), a prescription drug plan (Medicare Part D) or a Medicare Advantage plan. If a senior wants to enroll in a medigap (Medicare supplement insurance) policy, […]

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Protect Your Assets–Elect Non-crisis Planning for you or your Loved One

Protect Your Assets–Elect Non-crisis Planning for you or your Loved One
by Susan Piette Are you getting older? Are your parents? Do you and/or they have a plan? Consider Joe and Helen. They met just after he was discharged from the Army. They married, raised two[...]

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Prepare Legal Documents–Advance Directives that Put your Affairs in Order

Prepare Legal Documents–Advance Directives that Put your Affairs in Order
Advance directives (living wills, powers of attorneys, and health care proxies) are legal documents that express an individual’s wishes with regard to medical decisions. They are intended to provide[...]

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Don’t Let the Taxman Crash your Retirement

Don’t Let the Taxman Crash your Retirement
Nobody loves the taxman, and yet people pay him more than they have to. Instead of maximizing annual contributions to a traditional IRA or a 401(k) account, they pay the taxes now instead of deferring[...]

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Elder Law Changes

Elder Law Changes
know the laws and the numbers Beginning in 2014, there were some changes to a variety of laws that may interest elders and their loved ones. The following updated laws are particularly relevant for[...]

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Shocking Mail Fraud and the Elderly

Britain's police revealed some shocking photos of the extend of mail fraud that was uncovered investigating an 87 year old lost £90,000 after criminal gangs sent her endless fraudulent[...]

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Two Words that Cost Thousands in Medicare Bills – NBC News

Great coverage on the topic of "under observation" and the impact it can have on our clients. It’s not something they teach doctors in medical school. And it’s probably not something you’d know[...]

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Generosity Runs Deep in Boomers

Generosity Runs Deep in Boomers
During the last five years, three out of five Americans age 50 and older have provided financial assistance to members of their family, including adult children, parents, grandchildren, siblings or[...]

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Maximize Social Security Benefits

Maximize Social Security Benefits
Too many people end up getting less than what’s due to them from Social Security when they retire because they don’t know the rules and the real financial impacts, says independent retirement[...]

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