From the monthly archives: November 2012

Last week I talked about the double taxation of dividends. Corporations pay tax on their earnings which are taxed a second time when they are distributed to the shareholder as dividends. The Jobs and Growth Tax Relief Reconciliation Act of 2003 was an attempt by Congress at minimizing the tax bite by allowing dividends to […]

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Is Diabetes linked to Alzheimer’s disease?

The number of older adults with Alzheimer’s disease and diabetes are both increasing in the United States (US). Currently, it is estimated that over 5.4 million Americans, 5.2 million among those who are over 65 years of age, have Alzheimer’s disease.  The number of people who have diabetes […]

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What To Do After Setting A World Record or Reaching Any Goal 

Forty six, forty seven, forty eight, forty nine, stop – times up! Forty nine reps at 215 lbs in 60 seconds for 10,535 lbs and a new Guinness World Record!  Now what? Simple, enjoy, reflect, set the bar higher and re-calibrate!

On September 29th […]

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Lately I’ve spoken with SO many people who are extremely confused about their Medicare benefits – especially Part D (prescriptions)!  So I thought I would try to provide some information to help you manage your way through the Medicare maze…..

Close to 50 million Americans are enrolled in Medicare, and that number will continue to increase as […]

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Ten Days in the Pacific Northwest on a Budget

How does an all-inclusive (except airfare) ten-day trip to the Pacific Northwest for two adults for $2745 sound?

Having lived most our lives on the East Coast and a decade or so in the Midwest, my husband, Roger, and I wanted to drive the […]

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The goal of the New Three-Legged Stool™ strategy for retirement planning is to increase the probability of your assets providing a lifetime of sustainable income. Minimizing taxes on your retirement distributions means you can take smaller withdrawals for spendable income. Thus your wealth lasts longer allowing you to better maintain your lifestyle throughout retirement.

The challenge […]

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Their candy-apple red Mazda Miata convertible reflected the bright May sunshine and towed a mini trailer the size of a motorcycle side car, painted to match.   Joe and Nancy stopped in to tour the retirement community where I work.

Residents of Southern Florida, Joe and Nancy’s home overlooks a lake. With a love of […]

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 I often talk in metaphors. Lately I have been talking about the cheap reading glasses I get at the drug store. They help me describe the complexity of aging issues and solutions.

I need the glasses to read when the light is low, when the type is small and when the contrast is poor. I don’t […]

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