Category archives: Florida First Coast
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5 days ago
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The rules around required minimum distributions from retirement accounts are confusing, and it’s easy to slip up. Fortunately, if you do make a mistake, there are steps you can take to fix the error and possibly avoid a stiff penalty.
If you have a tax-deferred retirement plan such as a tradi... [read more]
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1 month ago
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The coronavirus pandemic has forced nursing homes to place a number of restrictions on their residents. These constraints are having the unintended consequence of making it more difficult for nursing home residents to vote. Hundreds of thousands of nursing home and assisted living community resident... [read more]
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1 month ago
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Medicare's Open Enrollment Period, during which you can freely enroll in or switch plans, runs from October 15 to December 7. Now is the time to start shopping around to see whether your current choices are still the best ones for you.
During this period you may enroll in a Medicare Part D (pre... [read more]
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2 months ago
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We are living in a time of uncertainty. There remains much concern about the ongoing Covid-19 pandemic, our country is experiencing unprecedented social unrest, and we're in the middle of a contentious political campaign. We are all affected by all of this in some way or another, and during such a c... [read more]
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2 months ago
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If you plan to move states, can you take your Medicare or Medicaid plans with you? The answer depends on whether you have original Medicare, Medicare Advantage, or Medicaid.
Medicare
If you have original Medicare (Plans A and B), you can move anywhere in the country and you should still be c... [read more]
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2 months ago
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We are often asked about how important it is to designate beneficiaries on accounts as part of Estate Planning.
Our answer is that it is very important to designate beneficiaries on all accounts to help avoid probate of an estate after the account holder’s death. With proper beneficiary designa... [read more]
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2 months ago
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The coronavirus pandemic is having a profound effect on the current U.S. economy, and it may have a detrimental effect on Social Security’s long-term financial situation. High unemployment rates mean Social Security shortfalls could begin earlier than projected.
Social Security retirement benefi... [read more]
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3 months ago
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Raising the minimum wage by as little as 10 percent would significantly improve the safety and health of nursing home residents, according to new research.
Most direct care in nursing homes is provided by nursing assistants, who make up about 40 percent of the nursing home workforce and are a... [read more]
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3 months ago
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We're often asked if there are special considerations for creating Estate Plans for new grandparents. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and the wonderful experience of becoming a grandparent... [read more]
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3 months ago
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With the coronavirus pandemic responsible for more than a hundred thousand deaths and disrupting life across the United States, the only way for the country to return to normal is an effective vaccine. When a vaccine is available, Medicare will cover the cost.
Medicare covers vaccines in a variet... [read more]
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3 months ago
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Although people are willing to voluntarily care for a parent or loved one without any promise of compensation, entering into a caregiver contract (also called personal service or personal care agreement) with a family member can have many benefits. It rewards the family member doing the work. It... [read more]
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3 months ago
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We're often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you ... [read more]
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