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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Powers of Attorney – Much More (and Less) Than You Thought

Bill Kratt practices in the areas of estate and tax planning, estate administration, asset protection, elder law and guardianship. He is a Board-certified Specialist in Estate Planning & Probate Law by the N.C. State Bar Board of Legal Specialization, and an elected Fellow of the American College of Trust and Estate Counsel. Few documents raise more questions than the Power [...]

2012-05-08T21:21:30-04:00May 8th, 2012|Estate Planning|
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The Fundamentals of Cremation

What is a direct crematory? A direct crematory is a licensed facility where a cremation takes place without a memorial service. A family will save on the expenses of purchasing a casket, embalming, hair and makeup, etc. as these funeral services are not required when you choose direct cremation. Are all direct cremation service providers the same? All direct cremation [...]

2019-01-03T19:10:29-05:00March 27th, 2012|Funeral Planning|
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Funeral Planning Ahead Eases Grief for Loved Ones

Though it’s not a topic most of us want to think about, planning for what happens after your death can reduce the stress on grieving loved ones. Making decisions now about your funeral arrangements can help assure those left behind that your wishes are honored. “The death of a loved one is always stressful. Fortunately, preplanning is something you can [...]

2012-03-27T23:48:43-04:00March 27th, 2012|Funeral Planning|
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The ABC’s of Mutual Fund Costs

Brian Raleigh is President and Founder of TruWealth Strategies and TruWealth Capital Management. It’s always good to know what you are paying for. When it comes to mutual funds cost analysis, that is easier said than done. This article is absolutely not about investment advice, but rather it is about how to determine how much you are paying to have your money managed [...]

2012-03-27T19:39:14-04:00March 27th, 2012|Financial Planning & Money Management|
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Warren Buffett: Stop Coddling the Rich

By: Clarissa Dellinger “Our leaders have asked for ‘shared sacrifice,’ but when they did the asking, they spared me,” Warren Buffett wrote recently in the New York Times. “I checked with my mega-rich friends to learn what pain they were expecting. They too were left untouched.” He continues, “While the poor and middle class fight for us in Afghanistan, and [...]

2012-01-07T00:45:08-05:00January 7th, 2012|Financial Planning & Money Management|
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We’re Hungry Out Here

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. Investors, particularly retired investors, are starving – for higher interest yield on their portfolio holdings. I did a Google search of banks in Greensboro on August 18 and found two-year CD’s offering between [...]

2019-01-19T16:07:19-05:00January 7th, 2012|Financial Planning & Money Management|
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Medical Errors Add $19.5 Billion to Health Care

Avoidable medical errors added $19.5 billion to the nation’s healthcare bill in 2008, according to a claims-based study conducted by Millman, Inc. on behalf of the Society of Actuaries (SOA). The report lists the 10 most expensive errors in healthcare settings. Pressure ulcers – the most frequent type of expensive error– were most often preventable, the authors wrote. Most of [...]

2012-01-06T20:47:14-05:00January 6th, 2012|Insurance|
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Veteran’s Benefit Helps Pay for Long Term Care

Dori J. Wiggen, an accredited attorney with Veterans Affairs is a partner with Wiggen Law Group PLLC in Durham, where she practices law with her husband. I’ll never forget my first meeting with Jimmy and his wife, Alice. Jimmy, a veteran of WWII, had a recent illness that caused him to need around-the-clock care. Alice had been caring for Jimmy with help [...]

2012-01-03T22:42:48-05:00January 3rd, 2012|Insurance|
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Stretch Out Your IRA

Laura F. Berra, CFP® and Associate Vice President-Investment Officer of The Anthony-Berra-Griffin Wealth Management Group of Wells Fargo Advisors in Raleigh.  After years of saving, you’ve accumulated significant wealth in your Individual Retirement Accounts (IRA). So, what do you do next? You may want to think about extending the life of your IRA by stretching out its tax deferral over your [...]

2011-10-13T21:48:18-04:00October 13th, 2011|Financial Planning & Money Management|
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Planning for Independence

Diane A. Wallis practices Law in Raleigh. She has focused on Elder Law, wills, estates and real estate since graduating from law school in 1982. Many difficult issues face Senior Citizens today as they manage their health and finances and seek to preserve their independence. Planning now will let you determine your own future and preserve your independence. Failing to [...]

2019-01-03T16:33:40-05:00October 13th, 2011|Elder Law, Estate Planning|
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