Planning

Planning for Your Final Years


(NewsUSA) - When it comes to the final years of life, communication and planning are the keys to ensuring that your life song hits the right note. A new survey conducted by Home Instead Inc., franchisor of the Home Instead Senior Care network, found that 85 percent of surveyed seniors who have made plans for their...
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How Seniors Can Protect Themselves from Fraud


Two basic strategies can help seniors and their families lessen the chances of becoming a victim of investment fraud. One is to Practice Self Defense by following five simple steps. A second strategy involves a broader and more specific approach. Below, the section How Family, Friends, Caregivers, and Investment Professionals Can Help provides questions and checklists that can help protect...
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A Guide to Enrolling in Medicare When You Become Eligible


(NewsUSA) - Sponsored News - You know you'll be eligible for Medicare when you turn 65, but what does that mean? More than 10,000 people age into Medicare eligibility every day, but many have questions about how to enroll and which plan will best meet their health and budget needs. Medicare provides important benefits for people...
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Honoring Our Military With Financial Guides for Veterans and Active Members of the Military


The Texas State Securities Board's ongoing commitment to the military is reflected in two guides that can help veterans and active members of the military make informed, confident financial decisions. The Veterans Handbook: Tactics for Civilian Life and A Salute to Smart Investing – provide veterans, active military, and their families the tools they need to achieve financial security and...
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Houston-Area Firm Fined $100,000 for Sale of Mortgage-Linked Securities


Old Security Financial Group Inc. of Spring was fined $100,000 for selling unregistered investments in a “mortgage note program” supposedly backed by commercial real estate. The fine, which will be paid to the General Fund of the State of Texas, was assessed against Old Security, its owner and president, Donald Anthony MacKenzie, and Vice President Robert S....
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Peace of Mind in Retirement


(NewsUSA) - Sponsored News - Planning for retirement -- and keeping that plan on track -- can be difficult. You have to make sure your money grows so that it lasts as long as you do. There's a product offered by life insurers that helps people with this challenge. It's called a variable annuity. A variable...
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Advance Directives


What kind of medical care would you want if you were too ill or hurt to express your wishes? Advance directives are legal documents that allow you to convey your decisions about end-of-life care ahead of time. They provide a way for you to communicate your wishes to family, friends and health care professionals, and...
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Investor Alert: Pension Advance Scams


If you are receiving regular payments from your pension, keep an eye out for sales pitches that ask you to trade the stability of those payments for the opportunity to make a quick buck. The come-on will probably be as subtle as a used-car ad: Are you earning a pension from your former employer and need...
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Plan Ahead for Safe Senior Driving


(NewsUSA) - No one wants to admit that aging affects their ability to drive safely. But experts agree that, although not all drivers are the same, driving ability generally begins to deteriorate around age 55. Kathleen Marvaso, AAA's vice president of Public Affairs, said that as the population ages, senior-driver safety is becoming an increasingly relevant...
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State Securities Regulators: Seniors Remain Primary Target for Fraud


WASHINGTON, D.C. – The North American Securities Administrators Association (NASAA) reported that senior investors continue to be a primary target for fraudulent investment pitches. In its 2015 Enforcement Report on 2014 Data, released Sept. 22, NASAA reported that affinity fraud and unregistered securities scams disproportionately affect seniors. More than half of all reported enforcement actions that involved...
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