Retirement Articles
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Long-Term Care Options for Seniors
None of us likes to think about it. But the fact is that in any older married couple, the odds are pretty high that at least one of the spouses will spend some time in long-term health care. More than likely, it won’t be the traditional years’-long stay in a nursing home. The stay likely […]
Tips on Shopping for the best Medicare Supplement
Your health care options are steadily shrinking. Federal rules deterred many health care providers from offering the new Medicare options described in my September 1998 issue. And other rulings caused many HMOs to either stop participating in Medicare or to substantially increase the fees charged. For many of you, the only option now is the […]
How to Avoid New Credit Card Traps
Always read those little booklets from your credit card company that describe changes in your card terms. I got quite a surprise when reading a recent one from Citibank, and millions of other cardholders across the country also received surprises. Unfortunately, many won’t learn of the new credit card traps until they learn how much […]
Big Tax Breaks For No Cash
You might be eligible for one of the sweetest tax breaks in the law. The break can net you tens of thousands of dollars in tax breaks without your having to shell out any cash beyond some lawyer’s and appraiser’s fees. Some experts call it the tax break for giving away air. The tax break […]
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Deduct Your Dream Motor Home
For reasons that escape me, Renee is one of those people who always wanted to get a big motor home and cruise the country. After the weather we’ve seen this year, I imagine a lot of people would like to have a portable home so they could drive to wherever the climate is hospitable. What […]
Tax-Wise Ways To Sell A Business
As the successful business owner nears retirement, one of life’s more difficult questions must be faced: What to do with the business? In the past, I’ve covered estate planning strategies that can be used to transfer the business to the next generation. But often a family member does not want to take over the business. […]
Estate Planning An Installment Plan For Building A Legacy
Most of you would like to set up a nice legacy for your grandchildren. You want a nice sum of money to be available when a grandchild really needs it – for college education, a first car, a first house, or even to start a retirement fund. But since you can’t afford to put a […]
10 Basic Rules For Your Estate Planning Checklist
You need an estate plan, and this is the time of year when many people consider finally drawing up or revising their plans. An estate plan should be tailored for the individual. Contrary to what you’ll hear in some estate planning seminars, there aren’t many strategies that should be in every estate plan. But there […]
