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(Part 1 of 2) SBB University presents "Death & Taxes: Having the Uncomfortable Conversations"

PART 1 OF 2 VIDEOS - Although the topic may be an uncomfortable one, it is one that needs to be addressed. SBB University and our panel of experts discuss the documents that you need to have in place, best tax practices while you are alive, pre-planning your funeral arrangements, as well as hospice care...

Views: 249


The Importance of Financial Self-Care

When navigating the world of healthcare, we often find ourselves making daunting financial decisions.  Don’t neglect to care for yourself financially!  Keep track of expenses. Many retirees are on a fixed income, so tracking outflows is essential. Let the data complement your emotions. Our emotions...

Views: 663

What Should You Do with an Inheritance?

If you were to inherit a large sum of money, what would you do with it?                 The question may not be hypothetical, especially for millennials, Gen X or Gen Z. That’s because the baby boomers are poised to transfer some trillions of dollars in the next few decades. While everyone’s situation...

Views: 375

(Part 2 of 2) SBB University presents "Death & Taxes - Having the Uncomfortable Conversations"

Part 2 of 2.  Although the topic may be an uncomfortable one, it is one that needs to be addressed. SBB University and our panel of experts discuss the documents that you need to have in place, best tax practices while you are alive, pre-planning your funeral arrangements, as well as hospice care and...

Views: 158


The Pre-Retirement/Retirement Checklist: How Prepared Are You?

Getting ready for retirement or already in retirement? Before you cross that bridge, you’ll need to cross some important items off your to-do list. If we’ve been working together, you might be more prepared than you think! These ten crucial steps can help you visualize how far you’ve come. Retirement...

Views: 116

To Gift or Not to Gift…?

When someone is thinking of how to get Long Term Care help for parents or their spouse, one reaction is to disburse assets so they can apply for Medicaid.  What many people do not realize is that by disbursing assets, they may jeopardize the in-need person’s immediate eligibility for assistance by causing...

Views: 159

Can I Afford My Drugs?

As seniors, our biggest challenge is how to afford the drugs that our doctors prescribe.  There are a number of realities that we have to deal with, and over which we have no control.  We spend about 45% of the global total spent on pharmaceutical drugs. Americans spend more on prescribed drugs than...

Views: 6

Your Retirement Nest Egg- A Carton Full of Options

Many people refer to their retirement savings as a “nest egg,” but in theory, it should be made up of many sources of retirement income - many eggs. Even if Social Security and a company retirement plan were their only retirement savings sources, likely they haven’t thought about their withdrawal strategy....

Views: 513

Success in Retirement Often Depends Upon Having Options

Want to Stay in Place? - Typically, the home is one of your largest assets.  It is often overlooked when seeking ways to fund retirement.  I will help you determine if a Reverse Mortgage will enhance your retirement.  For many retirees it provides both financial security and peace of mind.  It is a safe...

Views: 66

The Best Time to Prepare for the Future is Now  

When preparing to make changes to your current living situation, you need to consider everything from legal, financial services, packing, moving and real estate disposition.  And it doesn’t need to be overwhelming.  There are trusted advisors available for you, in fact, some of these services are complimentary.  ...

Views: 82

I Got the Call to Be Here in 90 Days…Now What?!?

You’ve been on a waiting list for a senior living facility for years.   In the meantime, your “dream cruise” is planned and that family reunion is around the corner...then you get “the call." If you’re like many downsizing Seniors the question echoing in your mind is; “What do I do about the house?” ...

Views: 352

Seniors BlueBook Senior Care Spotlight Presents "How to Not Become a Homeless Senior!!"

We visited with Jeff Bellomo of Bellomo & Associates and explored how not to become a homeless senior! How do you protect your home and yet be prepared? Are there tax advantages? Jeff Bellomo, Bellomo & Associates, 717-845-5390, www.bellomoassociates.com. More questions? Ask Chris Gartman, Publisher,...

Views: 698

HECM Loans, Also Known as Reverse Mortgages, Can Ensure Peace of Mind for Senior Homeowners

As our country continues to be challenged by the impact of COVID 19, it is apparent that the senior population has more at risk than their health. Many senior homeowners have suffered financial losses and now have real concerns about their ability remain in their homes. Seniors in search of stability...

Views: 68

Drawing Social Security Early and Still Working?

Many people decide to ‘semi-retire’ early and start taking their Social Security benefit at the earliest age possible. It’s appealing to be able to work part-time or where you have an interest or start a small business while making an income and receive Social Security retirement benefits. While early...

Views: 447

How Does the CARES Act Affect You?

The Coronavirus Aid, Relief, and Economic Security (CARES) Act, is a piece of legislation that has been implemented to help aid those who have been financially affected during these unprecedented times. Many of the provisions are specific to retirement accounts. CARES Act changes are: Hardship Loans...

Views: 114
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