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Retirement Planning

July 17, 2019
Elder Law, Estate Planning, Medicaid, Medicare

3 Reasons You Should Consider an Elder Care Law Attorney

It is a fact that as one progresses in age, legal concerns become a bit more complicated than those that...

By: Gregory Port, M.B.A, J.D.
Member of the ElderCare Matters Alliance
November 22, 2015
Tax & Accounting, Tax Planning

2015 Year-End Tax Planning Tips for Individuals

2015 Year-End Tax Planning Tips for Individuals Year End tax planning strategies for individuals this year include postponing income and...

By: Phil Sanders
Member of the ElderCare Matters Alliance
November 20, 2015
Asset Protection, Transfer of Assets

Five Issues to Consider Before You Transfer Your Home to Your Children

Five Issues To Consider When Transferring a Home To Your Children Before transferring your home to your children, there are...

By: Phil Sanders
Member of the ElderCare Matters Alliance
November 17, 2015
Social Security

Lawmakers in Washington Have Made Major Changes to Social Security

Changes to Social Security will take away some key planning strategies that couples used to boost their total benefits As part of...

By: Phil Sanders
Member of the ElderCare Matters Alliance
December 9, 2014
IRA, Trust Beneficiaries

Should You Name a Trust as Beneficiary of Your IRA?

Should you name a Trust as Beneficiary of your Individual Retirement Account (IRA)? Some of us are lucky enough to...

By: Phil Sanders
Member of the ElderCare Matters Alliance
June 24, 2011
Financial Planning, Retirement Planning

How Much Money / Income do I Need in Order to Retire?

The key to retirement is “cash flow.”  If at all possible, you want enough monthly “cash flow” to exceed your...

By: Phil Sanders
Member of the ElderCare Matters Alliance
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