by jonathandeyoe | Aug 6, 2016 | Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Seniors, Social Security & Medicare, Taxes, Uncategorized
THE ENVELOPE PLEASE… Every year, Kiplinger’s publishes a list of the best and worst states for retirees. It makes perfect sense that my parents live in one of the best… and I live in one of the worst! The publication considers the share of each state’s...
by deyoe | Jun 26, 2016 | Family, Health, Human Services, Insurance, Personal Finance, Retirement Income, Retirement Planning, Risk Management, Seniors, Social Security & Medicare, Uncategorized, Video, Webinars
Q&A Snippets from Happiness Dividend Social Security, Medicare & Retirement Webinar. Does Medicare cover Nursing home costs?
by jonathandeyoe | Jun 2, 2016 | Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Seniors, Social Security & Medicare, Uncategorized
AS YOU APPROACH THREE SCORE YEARS AND TEN, DON’T FORGET ABOUT REQUIRED MINIMUM DISTRIBUTIONS. Upon the occasion of his 70th birthday party, Mark Twain (a.k.a. Samuel Clemens) commented, “We have no permanent habits until we are forty. Then they begin to harden,...
by jonathandeyoe | May 1, 2016 | Financial Planning, Health, Human Services, Ideas, People, Risk Management, Seniors, Uncategorized
WANT TO MAKE EVERYTHING BETTER? GO OUTSIDE! On average, Americans spend 91 percent of their time indoors or in a vehicle. Just 7 to 8 percent of their time is spent outside. These were the findings of The National Human Activity Pattern Survey (NHAPS) which measures...
by jonathandeyoe | Mar 25, 2016 | Financial Planning, Personal Finance, Retirement Income, Retirement Planning, Seniors, Social Security & Medicare, Uncategorized
REQUIRED MINIMUM DISTRIBUTIONS (RMDs) ARE A MILESTONE YOU REACH IN YOUR SEVENTIES. Of course, the major milestones of older Americans are not attended with the same sense of wonder that accompanies the major milestones of younger Americans. Sure, registering for...
by jonathandeyoe | Mar 23, 2016 | Estate Planning, Family, People, Personal Finance, Retirement Planning, Seniors, Uncategorized
ARE YOU LEAVING THE SAME AMOUNT TO ALL OF YOUR BENEFICIARIES? One-third of all parents with wills have divided their estates unequally among their children, according to the National Bureau of Economic Research (NBER). The study found bequests in complex families...
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