Planning for the Future

To help seniors and families understand and manage the financial and legal challenges that may lie ahead, you should consult with experts who specialize in working with those who are retired or facing retirement.

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Getting The Best Return On Your Charitable Investment

Nicholas J. Pino is an Investment Advisor with Capitol Financial Solutions in Raleigh. What’s the best way to give to a charity? It depends on what you’d like to achieve. Are you giving because you think it’s the right thing to do, because you want to create a legacy or because you’re following a family tradition? Are you looking to [...]

2013-04-19T22:20:11-04:00April 19th, 2013|Financial Planning & Money Management|
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Retirement Planning in Flux

When it comes to retirement planning, never before have so many things been so much in flux: the job market, the stock market, and the entire world economy. It is anybody’s guess at how Social Security and Medicare might change. According to Consumer Reports Money Adviser, this is one of those situations in life where there are things we can [...]

2013-04-19T22:06:14-04:00April 19th, 2013|Financial Planning & Money Management|
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Changing Prescription Drug Coverage

Wayne Goodwin is North Carolina Insurance Commissioner The details, options and deadlines surrounding Medicare Part D Prescription Drug Plans still confuse many people. Some Medicare beneficiaries may have kept their PDP simply so you wouldn’t have to worry about the six-week annual election period. However, they may have now discovered that some of the drugs that were covered last year [...]

2019-01-02T18:16:21-05:00April 19th, 2013|Insurance, Resources|
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Pre-Planning for Funerals

Planning a funeral is a complicated process which is made even more difficult by the emotional stress that accompanies the death of a loved one. Fortunately, many of the arrangements can be made ahead of time, which will decrease the burden on those left behind. The time to start thinking about it is when it’s unlikely to happen any time [...]

2013-02-19T23:15:50-05:00February 19th, 2013|Funeral Planning|
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The Fiscal Cliff: Should We Worry?

Linda P. Erickson Linda P. Erickson, CFP®, is the president of Erickson Advisors and a registered principal offering securities through Cetera Advisor Networks, LLC, 336-274-9403 lindae@ericksonadvisors.net. In every Presidential election year I get calls from investors worried about a potential negative impact to their portfolios due to the impending election. Please note: both sides express concerns, just in different [...]

2019-01-19T14:36:31-05:00February 19th, 2013|Financial Planning & Money Management|
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Hospital Readmissions Costly for Hospitals

– From an article by John Murawski, Raleigh News and Observer Juanita King, an 81-year-old grandmother, logged nearly five weeks at WakeMed Hospital since October after her breathing became so labored she had trouble walking.Weakened by a failing heart and obstructed lungs, she was at her Clayton home less than two weeks before returning to WakeMed for another round of [...]

2019-01-03T15:38:15-05:00February 15th, 2013|Insurance, Medical Providers|
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Network to Reduce Hospital Readmissions

Ron Gaskins, Associate Director of the Northwest Community Care Network, is completing a Doctorate of Health Administration from Central Michigan University. Within healthcare reform there has been significant discussion regarding hospital readmissions. This has become a key indicator for not only the health of patients but the quality of care at transitions. The Centers for Medicare & Medicaid Services has [...]

2019-01-03T16:17:08-05:00February 15th, 2013|Insurance, Medical Providers|
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Secretary of State Elaine Marshall on Investor Protection

The NC Department of the Secretary of State Securities Division regulates the offer and sale of investments in the state of North Carolina. Major responsibilities include: •  Administering and enforcing the NC Securities Act •  Screening and registering securities offerings •  Screening and licensing brokerage firms and their representatives •  Registering investment advisers and their representatives •  Reviewing investor complaints [...]

2013-02-14T20:23:45-05:00February 14th, 2013|Financial Planning & Money Management|
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Naming the Beneficiary – A Complicated Task

Edward Griggs is a Partner, Tax, Trust, and Estate Group, with Womble Carlyle Sandridge and Rice LLP Dealing with retirement benefits in an estate plan may at first appear simple, but can often be wrought with traps for the inexperienced. The retirement plan participant, or his or her attorney, may focus solely on avoiding probate or minimizing transfer taxes without [...]

2019-01-03T16:10:07-05:00January 19th, 2013|Elder Law, Estate Planning|
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Protecting Seniors from Scams

The stakes are higher than ever as scammers step up their games with more sophisticated and elaborate schemes, sometimes taking thousands of dollars from seniors. What makes the issue so overwhelming for family caregivers and senior care professionals is that seniors spend a lot of time at home and can become victims everywhere they turn… when the phone rings, when [...]

2012-11-28T19:31:59-05:00November 28th, 2012|Elder Law|
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