Financial Planning

Social Security Direct Express Card

jwilliams — Tue, 18 Mar 2008 11:53:43 -0500

If you or someone you know receives Social Security, you should be aware that a new option for receiving and managing benefits is coming soon.

Next month, the U.S. Department of Treasury will begin sending letters to Social Security beneficiaries regarding the new Direct Express debit card. The Direct Express is a prepaid card that converts Social Security funds into a more convenient form for beneficiaries. It is designed for easy use, including withdrawing cash at ATMs and bank branches, making online purchases, and paying bills.

Tips on Helping Your "Gold" last in Your Golden Years:

Administrator — Sun, 25 Nov 2007 12:26:04 -0600

Following the norm may not always be the best approach when tapping your nest egg in retirement. That's the word from a newly released report that reveals some taxing aspects of a conventional retirement strategy.

Nebraska's Long-Term Care Partnership Program

clewis — Wed, 05 Sep 2007 13:25:10 -0500

Nebraska's Long-Term Care Savings Plan

clewis — Wed, 05 Sep 2007 13:22:05 -0500

The Nebraska Long-Term Care Savings Plan (LTCSP) is the first of its kind throughout the entire nation. Created by LB 965 in 2006, the plan offers a tax deduction for Nebraska residents who open a LTCSP or investment accounts at participating financial institutions. To learn more about this exciting new option for Nebraskans, visit http://www.treasurer.state.ne.us/ltcsp/

American Bar Association Tips on Estate Planning

clewis — Thu, 19 Jul 2007 13:44:28 -0500

Key Points about Advance Planning - main ideas behind advance planning and what it can mean for you and your family.

Financial Planning

clewis — Tue, 17 Jul 2007 21:43:29 -0500

Long-term care can be costly and planning ahead helps ensure that your future needs are covered and you are better able to ensure financial security for yourself and your family members.

What can you do?

Review your finances and calculate future needs and desires
Compare options for financing long-term care
Seek out resources and information on financial planning
Explore financial options like Nebraska’s new Long-Term Care Savings Plan or reverse mortgages

Other Resources: