In 2019, the annual earnings limit for those under full retirement age (FRA) is $17,640. That means in 2019you can earn up to $17,640 and receive all your Social Security benefits even if you aren’t yet at full retirement age. This is an increase from the 2017 limitof $16,920 and the 2018 limit of $17,040. What will seniors do to survive in the bay area and still getContinue reading “Social Security income limits”
Tag Archives: Estate planning
Inviting all estate planners and those caring for parents with Alzheimer’s
Bay Area Dementia and Alzheimer’s Awareness Q&A sponsored by Motherhealth Caregivers 408-854-1883 ; RSVP for November and December, weekly 1-2 hour series with snacks Speakers: Connie Dello Buono , health author and senior home care professional. Connie has over 15 years of residential care home admin CA license and caregiver trainer. Connie also helped manyContinue reading “Inviting all estate planners and those caring for parents with Alzheimer’s”
Estate Planning Worksheet – married California
ESTATE PLANNING WORKSHEET Prepared on February 20, 2018 for _ PERSONAL INFORMATION: The person preparing the Will needs to know some personal information about you, including your marital status and whether you have children. Will writer _ Address _________________ _________________, CA _ Phone _________________ SSN – – Birthdate _________________ Employer Continue reading “Estate Planning Worksheet – married California”
Legal services for Seniors
Webinar: Advance Planning for People with Dementia: Legal Services Voucher Program in Delaware and New Consumer Planning Guides Webinar takes place Tuesday, August 8 from 1 p.m. to 2 p.m. ET The Advance Planning for People with Dementia: Legal Services Voucher Program in Delaware and New Consumer Planning Guides webinar will focus on how the Division of Services for Aging and AdultsContinue reading “Legal services for Seniors”
Estate taxes, worth $2.5M or more, between 40-86 yr old
Are you: using an old, traditional methods of funding your estate taxes and want to reduce out of pocket costs interested in leveraging existing assets to generate large amounts tax free income through the use of premium financing looking for a solution for your estate planning needs or hate taxes Have a chat with our sr investment advisorContinue reading “Estate taxes, worth $2.5M or more, between 40-86 yr old”
100 days before the year ends, financial planning tasks
What are the financial planning tasks that will help you maximize your income or reduce your taxes before the end of the year? Some of us who are tech savvy, around 20% of the high income earners like engineers in the valley would use some tools and find the resources to fit their needs. SomeContinue reading “100 days before the year ends, financial planning tasks”
What happens when somebody dies?
<div style=”margin-bottom:5px”> <strong> <a href=”https://www.slideshare.net/clubalthea/what-happens-when-somebody-dies-estate-taxes-revocable-living-trust-california” title=”What happens when somebody dies, estate , taxes, revocable living trust california” target=”_blank”>What happens when somebody dies, estate , taxes, revocable living trust california</a> </strong> from <strong><a href=”http://www.slideshare.net/clubalthea” target=”_blank”>connie dello buono</a></strong> </div> ———– Now hiring part time or full time financial pros 408-854-1883 motherhealth@gmail.com http://www.pfaonline.com Join now, enter PFA IDContinue reading “What happens when somebody dies?”