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Financial Planning Archives

Major Revisions to Rules for VA Aid and Attendance Benefits

The Veterans Administration has announced new rules for evaluating net worth, asset transfers and income exclusions under the Aid and Attendance program for wartime veterans and their surviving spouses. These changes go into effect on October 18, 2018 so it may be your last chance to plan before that date.

Financial planning is vital to a surviving spouse's future

Whether they live here in Colorado or somewhere else in the country, it is never too late for older couples to prepare for the future. Financial planning is a vital part of preparing for a surviving spouse's future. This will help the one left behind maintain an adequate standard of living.

Indispensable Caregiver Apps

Imagine a resource that can suggest simple adjustments around your home that will help someone with dementia live at home longer or put an elder at ease with songs from their youth. Then imagine fitting it in your hand. Here are a few of the apps that make life easier for everyone.

Special needs planning for a lifetime of care

Taking care of their loved ones and protecting their assets are primary goals established by many Colorado families. In most cases, the traditional approach of saving for the future, making careful investments and structuring their estate plan in an effort to achieve these goals is the key. However, due to extenuating circumstances, some families discover the critical need for special needs planning in addition to the other more traditional forms of estate planning.

Special needs planning and the Colorado family

Children are a gift. Yet, like most gifts, there are costs involved. When the child in question is a special needs child, the Colorado parent typically discovers that there are additional steps that must be taken in order to ensure that this child is properly cared for in case the parent is no longer able to do so. Special needs planning can play an important role in giving the parents the assurance they need, and the child the security he or she needs, just in case.

Special needs planning required for special needs children

All Colorado families are different. Some families are traditional and have a mom, dad and two kids; other families feature only one parent with one or more kids. Regardless of the family structure, concerned parents plan for their children's well-being. When children with special needs are involved, this special needs planning becomes even more critical.

Special needs planning crucial for family with special child

Planning for the future is an important part of the average Colorado family's routine. As a part of financial planning, the family often funds investment accounts, makes prudent financial decisions and establishes an estate plan. Yet, in spite of this essential planning, parents with special needs children often fail to complete special needs planning for the continued care of the child once they are no longer able to provide this care.

Business succession tips for women business owners

The growth in the nation’s economy since the last recession is unquestionable. It has spawned a number of small businesses, particularly the number of new enterprises owned by women. According to a number of media reports, more than nine million small businesses are owned by women, which accounts for about a third of all active businesses across the country.

The growing need to protect a growing senior population

The population of older, wealthier people continues to increase. That growth coincides with people looking to exploit the vulnerabilities that come with advanced age. Yet, financial exploitation continues to be overlooked and unreported. The problem is only getting worse with a national government lacking a formal system for complaints and much-needed interventions.

How can you safeguard your nest egg against inflation?

For years you have likely heard financial forecasters in Boulder and throughout the rest of the U.S. warning you of the need to start your financial planning now in order to cover your costs of living once you retire. Hopefully you have heeded that advice and begun to do so. Yet as you begin to plan your retirement savings, there is one factor that you will want to consider: the impact of inflation.

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