Ideas to help preserve and grow your money
My Comments: As mentioned recently, all our lives will end sooner or later. Meanwhile, I’ve found it always helpful to limit stress along the way and financial issues have a way of getting complicated from time to time. As we age many of us become a little goofy which can lead to poor financial decisions. …
Continue reading Plan Ahead: A Checklist for Financial Decisions as You Age
My Comments: Our lives inevitably come to an end at some point. The question for all of us is what happens to the stuff we owned before the end arrived. It makes sense to help make sure those we leave behind aren’t further aggravated by spending time and money getting the stuff organized and properly …
Continue reading Estate Planning Checklist: A 7-Step Guide to Getting Your Affairs in Order
My Comments: I’m relatively powerless as I'm just one of almost 333M people now living in these United States. But I have a voice and at least a few people read my blog posts. What appears below appeared as my post on June 2, 2017, about 6 months after Donald Trump assumed office as President …
My Comments: I now have a collection of over 20,000 images, taken by me and my parents that reflects not only our stuff, but where we were, when it happened and what. Things like my father on a tractor in Vermont in 1924. It’s taking forever to get it organized. I’m trying to leave a …
Continue reading Time to Face Reality: Your Kids Don’t Want Your Stuff!
My Comments: This warning notice came to me from a woman I trust whose professional focus is helping those of us who are in the later stages of our lives. Her name is Star Bradbury and she lives here in Gainesville, Florida. Her recent email to me about this potential financial threat arrived in my …
Continue reading FBI Warns of Huge Uptick in Elder Financial Scams!
My Comments: I’ve been talking with folks about living trusts for years and am unhappy to tell you I’ve never put one in place for myself and my family. Shame on me, but I’m currently talking with an attorney friend. Unless you’re a homeless street person with no assets, this is an important issue for …
Continue reading 3 Benefits of Using a Living Trust to Pass an Inheritance to Your Family
My Comments: I’ve long followed Dr. Dahle and remarked on his expertise with respect to investing money for retirement. His specialty is advice for fellow White Coat professionals but his ideas should resonate with anyone working to accumulate funds to finance one’s life when their work life ends. What follows here is his introduction to …
My Comments: As of right now, ocean temperatures has absolutely nothing to do with financing your retirement or how to best accumulate and invest your money to satisfy your future needs. However, it still might have a dramatic effect on your future, wholly dependent on how old you are now and how long you’ll live. …
Continue reading This chart of ocean temperatures should really scare you
My Comments: I signed up for Medicare health benefits at age 65. As the years have passed health issues have surfaced and being able to quickly reach out for medical help to solve those issues has been great. You just need to remember that Medicare pays roughly 80% of your medical bill after you receive …
Continue reading Here’s What Happens When You Don’t Sign Up for Medicare On Time
My Comments: If you’ve read my recent posts, you’ll know I’ve spoken about fiduciary standards and encouraged you to specifically ask whether the money person you’re talking with is willing to declare themselves a fiduciary. That declaration holds them responsible for acting in your best interest. Yes, there will always be the occasional con man, …
Continue reading What Is The Upcoming Retirement Security Rule, and Will it Help You?
Helping Define Your Financial Future 