Do you have a plan for long term care? It can be costly and prohibitive for many families, especially for dementia care. Several key points about long term care are clarified in a recent article from The Arizona Daily Star, “Costs pile up fast for dementia care.” Don’t count on…
Articles Posted in Retirement Planning
Medicaid Planning: Estate Planning AND Elder Law Skills Required
The Huffington Post published an interesting article on the ethical and legal issues posed by two related legal practice areas, “Some Legal Issues at the Intersection of Elder Law and Estate Planning.” There are legal and ethical issues that arise when determining courses of action in both areas. One is…
VA Long-Term Care: Helpful Benefits Available
A survey conducted by the National Association of Area Agencies on Aging, National Council on Aging and UnitedHealthcare reveals a frightening statistic in the United States of Aging survey. 97% of professionals supporting people 60 and older believe that seniors will not be able to afford their health care costs…
6 Questions for Houston Retirees Considering Relocation
Thinking about pulling up stakes when you retire? Review this checklist of financial concerns first. Moving during retirement is not just about the scenery. You need to understand the full financial impact that can come from relocation to or from Houston. Morningstar’s recentarticle, titled “6 Questions to Ask Before Relocating…
Can You Navigate the Medicare Maze?
"If you get a claim denial, always contact your doctor or hospital to see if they can help you through the appeal," said Shirley Whitenack, president of the National Academy of Elder Law Attorneys and a partner with law firm Schenck, Price, Smith & King. Larry Tocco retired last year…
Senate Strives to Ease Medical Care Access for Veterans
The bill relaxes a rule that makes getting specialized care from local doctors difficult for some veterans in rural areas. The Associated Press investigated this new legislation in a recent article titled “Senate tweaks health law to boost specialized care.” If this bill is passed by the House and…
Pre-Retirement To-Do’s for Houston Boomers
Don’t wait until the very last minute to make sure you are prepared, says Michael H. Milarski, a partner and senior financial advisor with Signature Financial Planning. Have you checked your list and you’re sure you’re ready to retire? You may have a few items to address before your golden…
Houston Investors Should Organize Finances for Ease in Planning
There are several corners of your financial life that can be simplified through consolidation. If you feel like your finances are all over the place and hard to manage, you just need to take a moment to de-clutter and get a system going. Also, it’s ok to ask for help!…
Think You’ll Live to Celebrate 100? Planning for Medical Care is a Must!
We understand people are living longer and many live into their 90s. More than 25 percent of seniors living at home receive help with day-to-day living activities. Ten percent of seniors older than age of 80 live in a long-term care facility. Have you made prudent plans for longer living?…
Beatles Lyrics: Can Your Houston Family Still Afford You?
"Will you still need me? Will you still feed me? When I'm 64?" The Beatles first released these quaint, clarinet-fueled lyrics in 1967 when the loving answer to these questions was a resounding, "Yes!" Traditional marriage vows echo this sentiment in that they presuppose a relationship span that encompasses young…