Category: Dependents
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Geriatric Financial Management Update

Geriatric Financial Management Update

    Along with FINCON12 I've visited my Dad and worked on his finances.  I'll talk about how he's doing now and then I'll review the latest financial lessons. Alzheimer's is relentless. Dad's mid-stage symptoms are worse and his brain is losing control of his emotions. He has trouble remembering ...

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Forensic Geriatric Finances

Forensic Geriatric Finances

Today's post revisits the subject of caring for the financial independence of your loved ones. There's nothing here about military retirement, but I'm very glad that our aggressive savings and low-cost lifestyle have enabled us to retire from military service without a bridge career. As all too many of us Baby Boomers ...

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USAA’s savings goals and 529 plan calculators

USAA’s savings goals and 529 plan calculators

    USAA has offered their "savings goals" calculator since January, but they've recently expanded it for students & parents. They've released a very detailed education savings planning tool that greatly simplifies the data crunching and the fund selection. The Education Savings Planner is part of ...

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529 college savings for military families

529 college savings for military families

    Thanks to Brandi for her comments on an earlier post, and her question: My favorite part of the book was all of the personal stories. I can understand how the math works – I’ve calculated all of my future pay raises, estimated rate of savings, and projected retirement benefits to figure out how much I ...

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Starting your kid’s Roth IRA

Starting your kid’s Roth IRA

Source: goodfinancialcents.com via Jeff on Pinterest   Earlier this month, noted CFP & military veteran Jeff Rose was running a financial seminar with a roomful of college students. These seniors are graduating in a couple of months to (hopefully) earn the big bucks for their retirement accounts. He ...

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Geriatric financial lessons learned

Geriatric financial lessons learned

    I'm finally my Dad's conservator. For first-time readers, let's back up a bit on why this was necessary. Dad's Alzheimer's has progressed to mid-stage and we didn't have power of attorney. He lived independently as long as he could, but he didn't have any safety nets in place because (as is common ...

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