It’s tax preparation time and there is no better time to take stock of your finances. Tax reporting forms are piling up and you’re beginning to sort through receipts from last year for deductions (telling yourself next year will be the year you get organized!) As you look over how much money you made and [...]
Wednesday, February 1, 2012
Author of “Making the Golden Years Golden” Mrs. C. was 85 years old when our agency was hired by her son to provide home care for her. Up until that point, Mrs. C. lived on her own while her son lived in another state and traveled a great deal for his work. He [...]
Wednesday, February 1, 2012
Over the last decade, the rise in cost of prescription drugs combined with an economic downturn has made times difficult for consumers and drug companies alike. The rising cost of medication and increased difficulty for the individual to cover these costs is nothing new. In my experience, solutions for consumers affected by this situation have [...]
Wednesday, January 25, 2012
It’s a known fact that from 1946 to 1964, approximately 76 million American kids were born and they were referred to as the historic generation of Baby Boomers. Experts forecasted that when this historic generation of Baby Boomers would retire, it will pose a magnanimous threat to US economy. However, this is not the bad [...]
Monday, January 23, 2012
Are you a caregiver? Millions of Baby Boomers are! Read on, and determine if you are a good caregiver! To be a good caregiver is to take actions that are perceived as truly helpful – in short, really relevant and useful to the person needing help. It takes little effort to tell people what to do [...]
Friday, January 20, 2012
In my capacity as a CPA, Certified Financial Planner and tax strategist I am often called upon to assist my clients in making the transition from worker to retiree. With the near economic collapse of 2008 the question I have been repeatedly asked is: “Where are the cheapest places to retire in the U.S.?” The [...]
Wednesday, January 18, 2012
When it comes to retirement, it’s important to know what you want and plan ahead. Whether you prefer a beachside villa, a mountainside cabin, or a busy community, there are plenty of options to pick from right here within the United States. Although there are certainly myriad million-dollar mansions on the market, you don’t have [...]
Friday, January 13, 2012
Imagine your employer is introducing a new retirement plan for all employees. You are initially apprehensive because you will be required to contribute 6.2% of your salary, but ecstatic when you learn that your employer will match dollar-for-dollar the entire amount. You are even more pleased to learn that this is a very robust savings [...]
Wednesday, January 11, 2012
The Berkley Law Firm, Fullerton, California Benjamin H. Berkley, Esquire, www.berkleylaw.net, www.benberkley.com As children we believe we are invincible. We can ski the steepest mountain and challenge the highest wave. Sleep, diet and exercise often take a back seat to having fun. But, upon the passing of a loved one, suddenly for the first time [...]
Monday, January 9, 2012
By Rachelle Matherne According to a study released this week by Wells Fargo, 20% of affluent Americans and 25% of middle-class Americans said they will need to keep working at least until they are 80 years old. “Even among those considered ‘well off’, many seem to fear a sharp drop in their post-retirement standard [...]
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Friday, February 3, 2012
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