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The Cost of Aging

By | Blog Home, Estate Planning

Healthcare does not have to wreak financial havoc on your retirement if you plan properly. The first step towards financial freedom in your golden years is research. No one can hit a target they can’t see, so blind estimates about costs are futile and potentially dangerous. It’s never too late to start developing a retirement budget, and the best way to do so is to get hard numbers.

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New Medicare Advantage Benefits – Prevention Innovations

By | Blog Home, Medi-Cal Planning

As Medicare Advantage providers begin to implement new benefits, it is important to evaluate your insurance options during each Medicare enrollment period.  Additionally, even with expanded benefits, it is still crucial to plan for long-term care.  Private long-term care insurance, private paying, and Medi-Cal will still be the primary sources for paying for long-term care, not Medicare. 

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When should you review your estate plan?

By | Blog Home, Estate Planning

Reviewing your estate plan will alert you to any changes that need to be addressed. For example, you may need to make changes to your plan to ensure it meets all of your goals, or when an executor, trustee, or guardian can no longer serve in that capacity. You’ll probably want to do a quick review each year, because changes in the economy and in the tax code often occur on a yearly basis. Every five years, do a more thorough review.

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