In class this week, we took our second exam on Tuesday. Topics examined included the following: managing income taxes, managing checking and savings accounts, building and maintaining good credit, credit cards and consumer loans, major purchases, obtaining affordable housing, an managing property and liability risk. Class was cancelled on Thursday.
Article 1 - Long-term Health Care Planning
Paying for health care costs is a significant retirement planning issue. Long-term care insurance provides coverage for care associated with general living activities (i.e. help with cooking, dressing, bathing, physical activity, mobility, etc.). This care can be delivered at home or in a nursing facility. Before purchasing a long-term care policy, some factors should be considered.
Article 2 - 4 Tips for College Aid
(November 4 - 10)
Article 1 - Long-term Health Care Planning
Paying for health care costs is a significant retirement planning issue. Long-term care insurance provides coverage for care associated with general living activities (i.e. help with cooking, dressing, bathing, physical activity, mobility, etc.). This care can be delivered at home or in a nursing facility. Before purchasing a long-term care policy, some factors should be considered.
- Lifestyle
- The type of care
- Where you will receive the care
Article 2 - 4 Tips for College Aid
- Start planning for aid during a child's high school years.
- Assume you are eligible for aid - until told otherwise.
- Reassess assets held in the child's name.
- Steer grandparents gifts in the right direction.
(November 4 - 10)