November 2013 Newsletter

November 10th, 2013

Planning Your Financial Future

November 2013
Halloween is coming. Please be especially careful if you’re driving. Children in masks may not see you, and could dart out in front of you. Stay safe!
2013 Year-End Tax Planning Considerations
As the end of the 2013 tax year approaches, set aside some time to evaluate your situation. Here are some things to keep in mind as you consider potential year-end tax moves.
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Buckets of Money: A Retirement Income Strategy
One approach to generating immediate retirement income while still addressing long-term needs is sometimes called the “bucket” strategy, which involves creating multiple pools of money. Each pool, or “bucket,” is invested depending on when you’ll need the money.
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Paying for Long-Term Care Insurance with Tax-Free Funds
The cost of long-term care can quickly drain your savings, absorb most of your income, and affect the quality of life for you and your family. Long-term care insurance may be the answer, but premiums can be expensive. Here are some ways you may not know about to pay those premiums with tax-favored funds.
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Is it true that my child can receive Social Security benefits based on my earnings record?
Your child–whether he or she is your biological child, adopted child, or stepchild–may be able to receive monthly benefits based on your earnings record if you’re getting disability or retirement benefits from Social Security, or in the event of your death.
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Do I need to make any changes to my Medicare coverage for next year?
It’s time to review your current Medicare coverage and make decisions about next year’s coverage.
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