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Long-Term Care Planning

What is a 529 Plan? [Video]

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What is a 529 Plan?

Episode 13 of Season 4 of Retire Hour. Matt Goolsby is joined by three financial advisors from Market Advisory Group, in studio by Danny Goolsby, Larry Kloefkorn remotely in Wichita, and Jonathon McCoy remotely in Kansas City. They discuss inflation concerns and answer a listeners questions regarding social security and income planning. Then in the “Find the Fees” segment they examine Final Expense Policies. Matt is then joined by Bill Vawter, of Market Medicare Advisors to answer a listeners question concerning the term Doughnut Hole in Medicare. Next Matt is joined by estate planning attorney Gerald Eidelman to answer a listeners question regarding 529 Plans and potential alternative options. Lastly, Matt is joined by lead CPA of Market Tax Services Joshua Cicora to chat about Estate Planning in taxes.

Intro: 0:00
Financial Advisors: Inflation Concerns – 0:22
Financial Advisors: Income Planning – 8:40
Financial Advisors: Final Expense Policies (Find the Fees) – 16:12
Medicare Advisor: Medicare Doughnut Hole – 22:49
Estate Planning Attorney: What is a 529 Plan? – 32:44
CPA: Estate Planning with Taxes- 38:51
Credits: 45:29

Learn more about the show, the team behind it, and where else to listen at: https://retirehour.com

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.

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Long-Term Care Planning

Estate Planning Basics in 2022 [Video]

Learn why you need an estate plan, how it works and what happens when you don’t have one.Topics:- Why would I want an estate plan?- What is an estate plan and how does it work?- What happens when I don’t have an estate plan?Speakers:- Eric Harris, Attorney- Nadia Antii, CRPC®Torrance Memorial presents Taking Care of Your Financial Health, a free interactive seminar presented by Torrance Memorial's Professional Advisory Council (PAC).Torrance Memorial's PAC is a volunteer group of estate planning attorneys, accountants, financial planners, fiduciaries, and life care planning professionals dedicated to supporting Torrance Memorial Medical Center and educating the community on the benefits of charitable tax and estate planning.

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Long-Term Care Planning

24 76 Beechnut Lane, Port Dover, Ontario N0A 1N7 (24350159) [Video]

Enjoy a condo lifestyle while owning your own land. Located on an exclusive court, this luxury 1,650 sq.ft. bungalow has a fabulous Nantucket beach house vibe with state-of-the-art construction, finishes and appliances. Everything has been thought of from the stunning design to the custom quality construction and impressive energy efficiency- this house it has it all! Sit back and relax knowing that lawn maintenance, snow removal and forest/waterfront management are all covered by the low monthly condo fee. Set in the prestigious Flats of Black Creek in the beautiful town of Port Dover these 39 custom detached freehold properties comprise 7 acres of the development. The remaining 14 acres of common elements are made up of private Carolinian forest, nature trails and 2,000 feet of river frontage with private docks and homeowner boat slips. If you own a boat, or planning to get one, youll be happy to know that seasonal boat slips cost only $30/linear foot of boat per year. Welcome to Port Dover, one of Ontarios best kept secrets. Experience sunny summer days on the inviting sandy beach, Jazz and blues festivals, Art in The Park and Port Dovers famous Lighthouse Theatre. Centrally located in the Golden Horseshoe, only an hour from Niagara Falls and 90 minutes from downtown Toronto. (id:8119)