Health Care

Trust Basics and Benefits

A living trust is a common estate planning tool that helps express your wishes for your estate while you are alive, as well as when you pass away. One benefit a trust provides is that it is not subject to probate (public records), and thus provides you with some privacy. This aspect can also help [...]

By |2019-08-14T13:59:57-07:00July 22nd, 2016|Estate Planning, Health Care|

Plan Ahead for Long-Term Medical Care

One in nine people age 65 and older has Alzheimer's disease. It is the only disease among the top 10 causes of death in America that cannot be prevented, cured or even slowed. Preparing for long-term medical care is an important part of your financial planning process. After an Alzheimer’s diagnosis (or other serious illness), [...]

Social Security Disability Benefits

If you are unable to work because of a medical condition and expect that condition to last a year or more, you may want to consider applying for Social Security disability benefits.  Our 2-minute video provides a brief overview. The information contained in the video was sourced from an article by Carrie Schwab-Pomerantz, CFP®, Senior [...]

Health Insurance Merry-Go-Round

Blue Cross Blue Shield of Arizona recently contacted nearly 40,000 customers with preferred provider health plans (PPOs) to notify them their plans will no longer be offered in 2016. Consumers who’ve received a cancellation notice will be able to choose from select health maintenance organization (HMO) plans with smaller networks of doctors and hospitals. They [...]

By |2019-08-14T13:59:59-07:00November 2nd, 2015|Current Affairs, Health Care, Insurance|

Affordable Healthcare Act Tax Facts

Image courtesy of Sura Nualpradid at The most important Affordable Healthcare Act (ACA) tax provision for individuals and families is the premium tax credit. This took effect on January 1, 2014 and will affect federal individual income tax returns filed in 2015. Individuals who maintain healthcare coverage throughout the year will report [...]

By |2019-08-14T14:00:02-07:00December 30th, 2014|Current Affairs, Health Care, Insurance, Taxes|