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Total: 12 results found.

Have you had “the talk” with your parents?

Created on Friday, 24 June 2011. Posted in main/blog

... matters worse, their health may be deteriorating increasing their health care costs and making planning for future care needs essential. Sometimes there are signs of financial distress. Ray's daughter ...

Inflation Friend or Foe

Created on Tuesday, 12 April 2011. Posted in main/blog

... is the one most often quoted and it is also used to calculate the annual adjustment in Social Security. The survey looks at different things we consume and assigns them a weight. So medical costs might ...

Keeping your Medigap plan affordable

Created on Friday, 11 March 2011. Posted in main/blog

... with Fred and Lois, we pointed out that the Plan F high deductible costs $191 less per month for Fred and $178 less per month for Lois – representing annual premium savings of $2,292 and $2,136 respectively. ...

Financial Planning for Chronic Disease: Parkinson’s Disease

Created on Friday, 25 February 2011. Posted in main/blog

... of care and associated costs the client may incur. In Howie’s case, the first step in planning involved doing projections assuming no incremental costs of care. Of his $2 million nest egg, it was determined ...

Senior Housing

Created on Tuesday, 18 January 2011. Posted in main/blog

... is small compared to what you may end up paying for added care that may not be needed. When investigating assisted living facilities don't go it alone! Compared to the costs of the stay (the average ...

Retirement health care costs are skyrocketing...

Created on Tuesday, 14 December 2010. Posted in main/HOMEaccordian

Many of our boomer clients have found themselves responsible for their parents financial and health care planning. We are expert at assisting clients with both. For seniors, health care costs are consuming ...

Investment Advice

Created on Wednesday, 06 October 2010. Posted in main/wealth management

When it comes to investment risks, we're scaredy cats. When it comes to investment costs, we're cheapskates. Scaredy cats – While we cannot eliminate all investment risk, our primary emphasis is to manage ...

Retirement Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

... to be 100 or more. We also help you plan for your Social Security and Medicare. But planning is an ongoing process that may need a tweak or two as you age. Health care costs during retirement especially ...

Education Planning

Created on Wednesday, 06 October 2010. Posted in main/wealth management

Yes, education is expensive. Yes, we can help you plan to meet the costs of educating your children (or your grandchildren, for that matter). How much do I need to save? What are the most tax efficient ...

Financing Health Care

Created on Wednesday, 06 October 2010. Posted in main/Life After 65

Retirees now spend more out of pocket for their health care than they did when Medicare was first passed in 1965. Too often the increasing costs of health care is overlooked by planners. We help you understand ...

History

Created on Wednesday, 06 October 2010. Posted in main/about

... care planning and financing for the growing number of clients age 65 or older. Both David and Jim are CPAs which accounts (no pun intended) for their singular focus on keeping costs and taxes as low ...

Our Approach

Created on Wednesday, 06 October 2010. Posted in main/about

... will make a big difference where an investor ends up. We do believe in carefully managing risk, growing portfolios so that purchasing power is maintained and paying close attention to costs and taxes. ...