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How to
avoid fumbling the football in the red zone of retirement
The 6 documents you need for your estate
plan playbook
The start of football season may
be months away, but the game’s on the minds of many after the NFL
draft. Minicamps are gearing up and team personnel are organizing in
preparation for the 2014-15 season.
Football is a big deal in the United States – and so is the surge of
retirees – 10,000 baby boomers every day for the next 18 years, says
multi-certified planner Larry Roby. The last thing pre-retirees want
to do at this stage of their lives is to fumble while in the red
zone of their retirement date, he says. (Click
here to continue reading)
Return of the Medical Alert Scam
Call it the Ghost of Scams Past. Last year, the Illinois Attorney
General’s Office warned about consumers in Illinois receiving
unsolicited calls that they either were eligible for a free medical
alert system or that a friend or family member had purchased one for
them. The caller would then ask for personal information, which
might include a bank account number or Medicare number. (Click
here to continue reading)
“Pay Up or Face Arrest!” – Two
Government Imposter ScamsYesterday, an AgeOptions employee
received a call on her cell phone. The caller knew her name and said
he was calling from the “National Bureau of Crime Enforcement”
because there was a warrant for her arrest. The caller then
transferred her to a “senior officer” who said she owed the
government money, and if she did not resolve this issue, he would
arrest her. (Click
here to continue reading)
Long-term care crisis prompts more aggressive collection tactics
Insurance
industry expert shares tips for protecting your family from 'filial'
support laws
Most people do not understand
filial support laws, which are spreading to more states —
28 and counting, says insurance industry expert Chris Orestis.
(Click
here for the rest of the story.)
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Archived
articles
New e-book, 'Help on the Way,' explores long-term health-care
funding
Chris Orestis, senior
health-care advocate and CEO of Life Care Funding, has published a
free e-book, "Help on
the Way," that details the slowly unfolding crisis happening now
in the United States: a "Silver Tsunami" of aging Americans with no
way to pay for long-term care. (Click
here for the rest of the story.)
Three steps for turning a real estate or business sale into the ideal
retirement
Financial
experts share common mistakes & how to avoid them
Throughout life, we encounter a
number of "financial impact points" -- pivotal events with the
potential to make our dreams come true, say financial advisers Chris
Snyder and Haitham "Hutch" Ashoo, co-authors of "Exiting Strategies:
The CEO's Seven Critical Steps To Cashing-Out of a Business,
Managing and Preserving Wealth."
(Click
here for the rest of the story.)
SOCIAL
SECURITY COLUMN
Don't stress over fraud
By Becky
Whitlow,
Social Security district manager in Springfield
April is Stress Awareness Month,
but one thing that should never cause you stress is doing business
with Social Security.
(Click
here for the rest of the story.)
6 signs your retirement plan is in trouble
Estate
planner shares tips for avoiding a 2008-style disaster during the
'distribution' years
After the 2008 economic meltdown, when
the stock market fell 37 percent, veteran financial adviser Curt
Whipple met with clients from outside financial institutions who'd
lost 50 to 60 percent of their portfolio in a single year.
(Click
here for the rest of the story.)
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