Some Tax Saving Strategies from the Wall Street Journal

Income, estate, and other federal tax levies have commonly been a bone of contention between those with different political ideologies; but the current conflict has reached unusual heights, with various million- and billionaires publicly expressing their views (pro or against) about current tax laws. Of course, million- or billionaires aren’t the only ones with strong… Read More »

Resolutions to Last You Through the Year

What are your resolutions for 2011? A majority of New Year’s resolutions have to do with money and health—or more specifically, with saving money and losing weight.  Unfortunately, most New Year’s resolutions don’t last through the first month of the year.  But what if there were steps you could take in that first month, when… Read More »

Preparing Boomers for the Finance Sandwich Squeeze

Baby-boomers are called the sandwich generation—and with good reason.  They were expecting to pay for their own retirement and their children’s college education; but now recession upon recession has toppled their elderly parents’ savings, and Boomers find that they are faced with the prospect of shouldering the financial burden of their parents’ final years as… Read More »

Can You Really Afford Long-Term Care Insurance?

The American Association for Long-Term Care Insurance recently released a report on the costs of long-term care insurance, and the results were surprising. Most people mistakenly believe that long-term care insurance is going to be expensive and difficult; but in fact, according to the report, “over one-fourth [of buyers under the age of 61] paid… Read More »

How to Find the Perfect Senior Living Arrangement

When it comes to living arrangements, senior citizens have far more options available to them today than they ever have in the past: independent retirement communities, assisted independent communities, at-home assisted living, at-home nursing care, live-in nursing homes… the list can go on and on. Having all these options available is almost certain to make… Read More »

How To Boost Your Social Security Income: Little Known Strategies!

Approximately $10 BIllion in Social Security Benefits go unclaimed every year, primarily because married couples do not know how to optomize their social security benefits.  Being wise about these spousal benefits and how they work, can result in increased social security income  for a married couple.  According to a recent article in AARP Magazine by Lynn Brenner,… Read More »

Good News. . . You’ll Live Longer…

Planning for retirement often requires a fine-tuned equation which includes such variables as where you plan to live, how many years you’ve worked and how much social security you can expect, health care expectations, long-term care, and especially your life expectancy. Well, part of that equation is about to change, because according to U.S. News… Read More »