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Monthly Archives: July 2022

NestEggs2

Getting The Best Value From Annuities

By David Toback |

If you have a retirement pension that pays you a fixed income every month for life, consider yourself lucky, but employers have been getting less generous with these kinds of benefits over the years, so most people do not have employer-provided pensions.  The closest thing you can do to buying a pension is to… Read More »

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3_Fingers

3 Strategies For Simplifying Probate

By David Toback |

Leif, the retired physician who writes the Physician on FIRE (Financial Independence, Retire Early) blog correctly states that the only way to avoid probate is to become immortal, but unless you can succeed where Gilgamesh failed, probate is probably as inevitable as death and taxes.  If you are trying to avoid probate entirely, you… Read More »

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Money5

An Annual Cash Gift Will Not Make Young Adults More Spoiled Than They Already Are

By David Toback |

The time when you used to load diapers and baby food onto the conveyor belt in the supermarket checkout line and commiserate with the cashier about how expensive children are seems like ancient history now.  Your kids are now adults, and they have been consistently employed for years.  You are no longer at the… Read More »

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SeniorPhone

Can Smartphone Apps Make Your Plans For Aging In Place More Feasible?

By David Toback |

There is more to planning for aging in place than adding non-stick bathmats to your bathroom and congratulating yourself on living in Florida, where the terrain is flat and most houses have one story, so you don’t have to worry about the risks of falling down the stairs or slipping and falling on your… Read More »

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