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  • About
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Three Reasons to File Early for Social Security Retirement

For those who have paid into the system, Social Security promises to provide a reliable source of income during your senior years. However, how much you receive each month depends…

Continue ReadingThree Reasons to File Early for Social Security Retirement

Dementia and the Vanishing Legacy

A 2009 Smart Money article addressed the issue of dementia and its effect on a person’s finances.  It found that, during the recession, problems in the economy were difficult enough,…

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Giving a Beneficiary Power Over a Will or Trust

A recent Mississippi court case involved a trust created by a mother. She left the assets at her death to her children and grandchildren. However, she gave them in the…

Continue ReadingGiving a Beneficiary Power Over a Will or Trust

What Goes Around . . .

“Hello, Rick. It’s good to see you again.” Before I turned to see who spoke those words, I knew. That resonant, clear, deep voice could only belong to one man.…

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The Extra Cost of Extra Weight for Older Adults

We have long heard and known that being seriously overweight contributes to many chronic health problems. This Kaiser Health News report reveals how researchers in the fields of aging have…

Continue ReadingThe Extra Cost of Extra Weight for Older Adults

Can You Prevent Challenges to Your Will?

Some people wish to leave certain children, grandchildren or others out of their wills, or leave them less than others. These clients may wish to use a “no contest” clause.…

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It’s Not Just a Flower – It’s a Process

  Dear Will and Owen, Well, we did it! And I think we had fun doing it. We made the ladies happy on Valentine’s Day, and whenever that happens, it’s…

Continue ReadingIt’s Not Just a Flower – It’s a Process

Medicare Eligibility at 65: What You Need to Know

Almost ten thousand Americans turned 65 today.  Almost all of them will be eligible for Medicare coverage.  Those who are new to Medicare will need to make some decisions about…

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Moderate Coffee Consumption May Lower the Risk of Alzheimer's Disease

Drinking 3-5 cups of coffee per day may help to protect against Alzheimer's Disease, according to research highlighted in an Alzheimer Europe session report published by the Institute for Scientific…

Continue ReadingModerate Coffee Consumption May Lower the Risk of Alzheimer's Disease

Medicare Tightens Non-Emergency Use of Ambulances to Combat Fraud

Seniors living in three states will need prior approval from Medicare before they can get an ambulance to take them to cancer or dialysis treatments.  The change, which began December…

Continue ReadingMedicare Tightens Non-Emergency Use of Ambulances to Combat Fraud
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