Planning FAQ’s
As we age there are serious questions we have to start asking ourselves and our families.
When Do I Start Planning?
It is never too early and at the same time never too late. When issues are thought about, plans should be made. As an advisor its our job to get you to think about the issues we all face in our retirement years. Let us help you make plans.
When Should I Take Social Security At Age 62, 67, Or 70?
The answer is individualized to each person’s own situation. We can help you make the decision taking advantage of every strategy available to maximize lifetime benefits or meet current income needs.
What’s The Difference Between Medicare And Medicaid?
Medicare is health insurance for all people over the age of 65. Medicaid is for the impoverished. Clients with proper legal advice can plan to eventually qualify for Medicaid assistance. Contact us for information on Medicaid Planning.
What’s The Difference Between Medicare And Medicaid?
Medicare is health insurance for all people over the age of 65. Medicaid is for the impoverished. Clients with proper legal advice can plan to eventually qualify for Medicaid assistance. Contact us for information on Medicaid Planning.
Do I Need A Long-Term Care Plan?
The statistics say yes, We all know families who are affected by the need to arrange care for a parent if not for a spouse. Having a plan in place can help reduce both the emotional and financial burdens care placed on families. There are new options that can meet needs both now and in the future.
How Much Money Do I Need To Be Able To Retire?
Not an easy question, it depends on many factors and future assumptions. We conduct a thorough interview and analysis incorporating future income, expenses, resources as well as your plans. It’s a financial plan that we develop with you.
When Do Need To Apply For Medicare?
You need to apply generally within a nine month window of your 65th birthday or face penalties. There are exceptions so call to find out if they apply.
Best Practices For Seniors
Best Practices for Seniors in Westchester County
Plan Now
- What if you die unexpectedly?
- What is your family to do?
- Do they have access to your banking?
- Do they know your wishes?
These scenarios are possible and can greatly burden families. What can a senior citizen do? PLAN NOW to avoid crisis planning!
If YOU don’t make a PLAN, SOMEONE else, possibly appointed by a court, WILL.
- What if you get sick or become disabled, and can no longer work?
- Do you have a plan?
Aging Issues Management can help you map out a plan.Call for a free and confidential consultation to discuss your goals:
- Housing Planning
- Long-Term Care & Medicaid Planning
- Estate Planning
When do I start planning?
It is never too early and at the same time never too late. When issues are thought about plans should be made. As an advisor, it’s our job to get you to think about the issues we all face in our retirement years. Let us help you make plans.
What’s the difference between Medicare and Medicaid?
Medicare is health insurance for all people over the age of 65. Medicaid is for the impoverished. Clients with proper legal advice can plan to eventually qualify for Medicaid assistance. Contact us for information on Medicaid Planning.
When do I need to apply for Medicare?
You need to apply for Medicare generally within a 9 month window around your 65th birthday or face penalties. There are exceptions so call to find out if they apply.
What is a living will?
A living will tells your loved ones what medical procedures you would like if you are in the last stages of life. Basically you want to be kept comfortable and medicated but you can decline to be artificially kept alive. It’s your instructions for your loved ones.
Fee Based Services
Strategic Fee-Based Planning
AIM provides a variety of financial planning and consultation services to individuals, families and other Clients regarding the management of their financial resources based upon an analysis of the Client’s current situation, goals, and objectives.
The following services will be provided as part of this Agreement:
- Business Financial Planning
- Cash Flow Analysis
- Charitable Planning
- Education Planning
- Estate Planning
- Housing Planning
- Insurance Analysis
- Investment Planning
- Medicaid Eligibility
- Personal Financial Planning
- Personal Tax Planning
- Real Estate Analysis
- Real Estate Planning
- Retirement Planning