What is a continuing care retirement community (CCRC)? CCRCs are retirement facilities that offer housing, meals, activities, and health care to their residents. These communities appeal to people who are currently in good health, but who worry that they may need nursing care later on. The CCRC and … [Read more...]
Choosing a Continuing Care Retirement Community
Adjusting Financially After Divorce, Disability Insurance, & River Spirit
Tell me, what is it you plan to do with your one wild and precious life? - Mary Oliver Adjusting to Life Financially After a Divorce In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial position will be impacted. Now, more than ever, … [Read more...]
Inflation Reduction Act
What You Should Know The Inflation Reduction Act, signed into law on August 16, 2022, includes health-care and energy-related provisions, a new corporate alternative minimum tax, and an excise tax on certain corporate stock buybacks. Additional funding is also provided to the IRS. Some … [Read more...]
Comparing Health Insurance, Investing in Bonds, & BBBS
Wealth is the ability to fully experience life. - Henry David Thoreau Comparing Health Insurance Plans Perhaps you're starting a new job or trying to integrate employee benefits with your new spouse. Or maybe you're shopping for individual health insurance coverage. One of the challenges … [Read more...]
Recession Status, Estate Plan Review, and Keeping Cool
In the short-run, the market is a voting machine…but in the long-run, the market is a weighing machine. - Benjamin Graham Is the U.S. in a recession? In an early July poll, 58% of Americans said they thought the U.S. economy was in a recession. Yet many economic indicators remain strong … [Read more...]