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Archive for the ‘Medical & Health Issues’ Category

Medicare Open Enrollment Changes for 2011

Posted in Medical & Health Issues, tagged , , , , , , , , , on September 15, 2011 | 2 Comments »

As we approach the final quarter of 2011, folks enrolled in Medicare prescription drug plans ought to be prepared for some changes to the open enrollment period. First and foremost, the period in which you are allowed to change plans has moved up to the period beginning October 15, 2011 and ending December 7, 2011. [...]

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You, Your Parents, and Long-Term Care

Posted in Medical & Health Issues, tagged , , , , on March 3, 2011 | 1 Comment »

Even after you are all grown up, your parents can still have a big impact on your life. Even though they want to be independent, and you want them to be, you may feel the need to help them in a number of ways, both formal and informal. Many children help their older parents directly [...]

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Mom’s Personal Finance Course

Posted in Medical & Health Issues, tagged , , , , , , , , on November 3, 2010 | 4 Comments »

My mother is taking a crash course in personal finance. Not that she really wants to take the course. In fact, she doesn’t like it much. Unfortunately, she does not have much choice. Here’s what happened. My parents grew up during a time when the roles of husband and wife were pretty well defined. He [...]

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Dear Momma

Posted in Medical & Health Issues, tagged on November 1, 2010 | 4 Comments »

Dear Momma, I know that you are unable to read this now but I’ve got to write it anyway.  We’ve always had the sort of connection where you could understand what I needed without me ever asking.  Sometimes I would call you just to say hello and by the time we got off the phone [...]

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But What if I Don’t Ever Need Long Term Care Insurance?

Posted in Insurance, Medical & Health Issues, tagged , , , , on October 21, 2010 | 24 Comments »

Once upon a time a caring daughter/CFP® tried to persuade her mother to buy long term care insurance. Her daughter, let’s call her G, believed that her mother needed this product for many reasons- to ensure choice of care and to protect her mother’s assets (and perhaps some selfish motives to ensure she didn’t have [...]

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Making Values-Based Decisions

Posted in Medical & Health Issues, Values, tagged , , , , , , , , , , , on August 11, 2010 | 2 Comments »

Making decisions based on values is not as easy as I would like. I just finished two books that help you make decisions based on your values. Each of the books has a different approach, but the approaches are complementary. I recommend both books. Nudge:  Improving Decisions About Health, Wealth, and Happiness, by Richard H. [...]

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Sixty-five is the New Fifty-Five

Posted in Medical & Health Issues, Retirement, tagged , , , , on June 4, 2010 | 1 Comment »

People are always telling me 40 is the new 30 and 50 is the new 40. Numbers do not lie, especially with age, but it is true that people are living longer and staying healthier later in life. For those of you approaching retirement, age 60 may very well feel like the new 50, and [...]

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What I Learned From the Tax Season

Posted in Education, Employment, Home Ownership, Medical & Health Issues, Taxes, tagged , , , , , on May 25, 2010 | Leave a Comment »

Part 3 of 3 In my last blog, I discussed an item that is surprising many taxpayers – taking a withdrawal from their IRA. As we learned, taxpayers under age 59½ usually have to pay taxes on a distribution from an IRA and pay a 10% penalty. But there are times when you don’t have [...]

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A Soldier’s Story: Helping Wounded Warrior’s Manage Their Money

Posted in Charitable & Planned Giving, Medical & Health Issues, Retirement, Savings, tagged , , , , , , on May 17, 2010 | Leave a Comment »

October 4, 1942. That was the date that a young man named Henry was inducted into the United States Army. Born before the Depression, he grew up in the backwoods of North Florida. (In all honesty, most everything was backwoods in that day.) He had been married only a few months before getting the call. [...]

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Money Seasons – How Can We Get More Summer in Our Lives?

Posted in Banking, Employment, Investments, Medical & Health Issues, Retirement, Savings, tagged , , , , on April 14, 2010 | Leave a Comment »

Is it winter, spring, summer or fall in your financial house? Following the solstice and assuming residence in the northern hemisphere, winter officially ended March 20 just after lunch and we’ll get to summer June 21 as we sit down to breakfast. Spring is that suspension bridge between the two. Some days are dark, wet and [...]

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