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A Living Will is an Important Piece of Long-Term Planning

A living will defines your preferences regarding life-sustaining medical treatment.  It is often accompanied by a health-care proxy or power of attorney, which allows someone to make treatment decisions for you if you are incapacitated and the living will does…

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Preventing Medicare Fraud

The largest types of insurance fraud are scams which target government and private health care insurers. Scammers frequently target government insurance like Medicare by stealing newly issued medical ID cards and then stealing identities. The Coalition Against Insurance Fraud estimates that tens…

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Retirement Planning Concerns for Baby Boomers

A study conducted by The Blackstone Group, an independent research firm, on behalf of Bankers Life Center for a Secure Retirement highlights concerning data regarding middle-income baby boomer retirement care preparedness. According to the survey above, the bleak financial reality of…

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Aging Americans Face Escalating Long Term Care Problems

Aging Americans face an escalating crisis regarding long-term care (LTC). Industry driven, massively underpriced policies are playing fiscal catch up with hefty premium rate increases. This price increase is forcing some aging Americans to abandon their policy while others struggle…

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What it Means to Be a “Fiduciary”

You may be asked to be power of attorney for a family member or close friend. Your person may be planning for when they might become unable to take care of their affairs. For example, they might become disabled or…

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Tips in Choosing a Continuing Care Retirement Community

Continuing care retirement communities (CCRC) are becoming popular retirement choices in the United States. Sometimes referred to as life plan communities, the goal is to provide a long-term care option for older residents. These residents prefer to live in the…

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