Category Archives: Finances

How to Select a Charity to Donate to After a Natural Disaster

Before making a charitable donation after a natural disaster, it’s important to make sure your gift is going to a reputable organization. Here’s how to check.

With the hurricane season we’re having, there’s no shortage of nonprofit organizations you can support with your dollars and time to aid people in need. But how do you know which organizations have the most impact and do the most good with the resources they have? (Click below to read the whole article!)

Source: How to Select a Charity to Donate to After a Natural Disaster

New Medicare cards are on the way

Changes are coming to your Medicare card. By April 2019, your card will be replaced with one that no longer shows your Social Security number. Instead, your card will have a new Medicare Beneficiary Identifier (MBI) that will be used for billing and for checking your eligibility and claim status. And it will all happen automatically – you won’t have to pay anyone or give anyone information, no matter what someone might tell you.[…]

Source: New Medicare cards are on the way

Getting Things in order for the New Year

As the new year approaches, this is a time to take stock of your life and make some changes if you want to improve things for the future.  During this time of resolutions, it is also a good opportunity to take stock of your financial situation.  According to an article by Jeremy Bromwell, there are 5 common estate-planning mistakes made by seniors.

    • Not pre-planning funeral arrangements.
    • Not taking advantage of tax-exempt gift laws.
    • Not discussing estate planning details with their loved ones.
    • Not creating a springing or durable power of attorney.
    • Not regularly revisiting their advanced medical directives, including healthcare power of attorney and living will.

You can read the entire article here.