So your parents don’t want to talk about money. Search the internet, and you’ll find reams of material written about discussing family finances between generations, but it’s almost always from the perspective of an affluent parent or grandparent wondering when and how to reveal the extent family’s wealth to a young person. Or the stories […]
Medicare has been around since 1965 and although it has grown topsy-turvy thanks to multiple Congresses, the program can be easily understood once you remove all the distracting information. Usually, once people are on Medicare, they’re left wondering what was all the fuss about? The apparent complexity arises from the alphabet soup of descriptive letters […]
As we head into the anniversary of the start of quarantine, many of us are looking forward to life returning to “normal”. We miss seeing friends and family, eating out at restaurants, and of course traveling! Although planning vacations is half the fun, we’re ready to go from planning to actually taking the vacations! Planning […]
When we’re able to pause and catch up with our family members, conversations often revolve around “safe” commonalities such as family, sports, entertainment, health, and relationships… maybe even gossip! Occasionally, taboo subjects find their way into these conversations. You know the type: politics, religion, and money. When it comes to money, the conversations usually remain […]
Welcome to RTD Financial’s Aging Well Webinar Series. The third installment in our series features Metta Johnson of Metta Johnson and Associates, presenting “Housing Options for an Aging Population”. Overview Dynamics of aging Housing options Range of costs What to expect with each housing option Housing Options for an Aging Population Continuing Care Retirement Community […]
Welcome to RTD Financial’s Aging Well Webinar Series. The second installment in our series features Nancy Carman of Fendrick & Morgan, presenting “Aging Well – Early Planning and Preparation”.
Welcome to RTD Financial’s Aging Well Webinar Series. The first installment in our series features Tracy Russo of HTA Financial, presenting “Medicare – Everything You Need to Know, But Didn’t Think to Ask”. Tracy discusses the following: Important Timeframes How and when to apply for Medicare, or change carriers Open Enrollment, Guaranteed Issue Periods, and […]
AARP states that 87% of adults over 65 want to stay in their current homes as they age. However, realistic planning and the necessary conversations surrounding these logistics are often neglected. Far too many consider this planning to be an end of life issue which is anxiety provoking. I encourage you to view aging in […]