What Factors Impact Social Security Check?
How much money will be in your Social Security retirement check, and how much can you keep? For retirees, these are burning questions.
October 19, 2022
What Is an Estate Plan?
Nobody wants to think about how their loved ones will cope when they die. However, it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions — even if you’re young or feel like you don’t have much to leave behind.
October 17, 2022
What Is the Purpose of a Guardian?
A frequent concern for those with aging loved ones is the future need for guardianship. Unfortunately, the concept of guardianship can be confusing and overwhelming.
October 17, 2022
What Should I Do with an Alzheimer’s Diagnosis?
Almost half a million new cases of Alzheimer’s disease will be diagnosed this year in the United States, according to the BrightFocus Foundation. Worldwide, someone develops some form of dementia every three seconds.
October 17, 2022
Estate Plans Can Protect against Exploitation
According to experts, despite increased phishing emails and robocalls, it is far more common for financial exploitation to be committed by people who know the victim, such as relatives, caregivers, neighbors, or ‘friends.’
October 17, 2022
Why Is It Important to have an Estate Plan?
The new Federal Estate tax limit (above which Federal estate taxes will be payable) is $11,200,000.00 per person. Yes, most of us will not hit that limit, but 19 of the 50 states, Illinois included, impose an estate tax of their own ranging from .25% to almost 20% of your estate.
October 10, 2022
How to Maximize Lifetime Social Security Benefits
As retirement nears, you may be wondering when to start taking Social Security payments. These benefits are primarily based on your earnings during your working years and your age when you start receiving benefits.
October 10, 2022
The Most Important Part of Estate Plan Is Planning for Living
Does a person need a Power of Attorney document if that person already has a Last Will and Testament (‘Will’)? It is a good question.
October 10, 2022
Can I Afford Health Insurance If I Retire before Taking Medicare?
Health insurance is seen as a huge hurdle for early retirees, but the answer to finding affordable coverage could be simpler than you think.
October 10, 2022
Ask Mom if She has a Will
My mother told me many times over the years that she had a will, and I believed her. When she passed away, we discovered that her will was 40 years old—and completely useless.
October 10, 2022
