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California Courts May Invalidate Right of Survivorship in Joint Accounts
Often an aging parent will add an adult child to the parent’s account as a joint holder to assist with asset management or bill payment. ...
Dec 26, 20195 min read
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Heightened Evidentiary Standard for Moving Conservatees from Their Personal Residence
Frequently when a conservatorship proceeding is commenced, the proposed conservatee is residing in his or her personal residence. Having...
Dec 20, 20193 min read
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Affordable Care Act Open Enrollment 2020 Help Still Available
It may be harder to find, so advocates say don’t wait until the last minute. With open enrollment for most Affordable Care Act (ACA)...
Nov 25, 20192 min read
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The World May Have a Bigger Problem Than a Potential Recession
The global economy is stuck in a rut that it won’t exit unless governments revolutionize policies and how they invest, rather than just...
Nov 21, 20192 min read
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What to Expect From a Medicare Wellness Visit
The annual meeting with a doctor is not the same as an exam. Nearly 55 years ago, Medicare revolutionized the way older Americans would...
Nov 20, 20193 min read
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Getting Financial Assistance for Caregiving Is Not Easy — but It's Possible
Tapping assets like your house is an option, but proceed with care. Being a caregiver is a hard job. It gets a lot harder if the person...
Nov 19, 20194 min read
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More Adults Over 50 Starting Their Own Businesses
Most say they are very happy with the decision. Adults age 50 and older are starting new businesses at a rate that's been growing for...
Nov 18, 20195 min read
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Family Caregivers Provide Billions of Hours of Care Annually
An estimated 41 million family caregivers in the United States provided 34 billion hours of unpaid care to adult loved ones in 2017,...
Nov 15, 20192 min read
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Bad News, Seniors: Your Medicare Costs Are Going Up
It's probably the last thing enrollees want to hear, but better to know what you're in for. Millions of seniors depend on Medicare for...
Nov 13, 20193 min read
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Heart Failure Deaths Are Rising
A study published this month in JAMA Cardiology confirms that deaths from heart disease have increased; this study found they rose 8.5...
Nov 12, 20193 min read
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Veteran Caregiver Assistance Benefits Expected to Expand in 2020
Thousands of veterans injured in the line of duty before Sept. 11, 2001, will receive their long-awaited caregiver benefits as early as...
Nov 11, 20194 min read
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Seaweed-based Alzheimer’s drug just approved. It’s the first new one in 17 years
Authorities in China have approved a drug for the treatment of Alzheimer’s disease, the first new medicine with the potential to treat...
Nov 7, 20192 min read
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11 Things to Know About Affordable Care Act Open Enrollment
A guide to the 2020 sign-up period. 1. Who should apply? The Affordable Care Act (ACA) health insurance marketplace is where most people...
Nov 6, 20195 min read
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This is a retirement surprise you’re probably not planning for
Early retirement may sound like a dream. However, if today’s retirees are any indication, you may want to rethink how you plan...
Nov 5, 20192 min read
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Dementia Care: Helping Your Loved One Stay Connected and Safe
More than 16 million Americans serve as unpaid caregivers for people with Alzheimer's disease or other forms of dementia, and half have...
Nov 4, 20195 min read
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Is this the moment when financial planning becomes a profession?
Fifty years​ ago, a small group of 13 financial professionals came together and put forth the concept of financial planning, a way of...
Oct 31, 20193 min read
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What is a Certified Plan Fiduciary Advisor (CPFA)?
If you’re overwhelmed by retirement planning, it’s wise to partner with an expert who puts your interests first. Working with a financial...
Oct 29, 20193 min read
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A true fiduciary acts in the best interest of the client
A fiduciary is a person who puts the client’s best interest ahead of his/her own self interest. Hence, a fiduciary is someone who can be...
Oct 25, 20193 min read
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