Curtis Financial Planning

Healthcare and Money

Estate Planning Documents Every Single Woman Needs

Estate planning is an essential part of anyone’s financial plan. I’ll explain in this article why it’s critical for single women. If you don’t have a proper plan in place, your state’s laws will dictate who receives the assets under your estate. State laws usually designate beneficiaries in this order: spouse, children, grandchildren, parents, grandparents, …

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THE CARES ACT REVIEW PART V: Health Provisions

One of the objectives of the Coronavirus Aid, Relief and Economic Security Act (CARES) is to help people get the care they need with fewer obstacles and less-in-person contact. It adds to the health provisions in a bill passed in March – the Families First Coronavirus Response Act (FFCRA). The CARES ACT health provisions will …

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Updated for 2020: Triple Tax Savings For You: Health Savings Plan (HSAs) Explained

If you don’t know about Health Savings Accounts (HSA’s) and are eligible to open one, you’re missing out on an excellent savings vehicle with fantastic tax benefits. What is an HSA? An HSA is a tax-exempt trust or custodial account established with a bank, insurance company or other IRS-approved entity. They are triple tax-advantaged – …

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The CARES Act Reviewed: Part III Expanded Unemployment Benefits

MILLIONS OF PEOPLE ARE OUT OF WORK With millions of people out of work due to the Coronavirus, the CARES Act provides much-needed relief in the form of expanded unemployment benefits. It covers workers previously ineligible for benefits, including self-employed, part-time workers, gig workers, freelancers, and independent contractors. It also helps those who have recently …

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Being Single, Wanting to Retire Early, and Medical Insurance Options

Recent surveys have indicated that a big worry for baby boomers is how they are going to handle healthcare costs in retirement. This concern is paramount for those who want to retire early. For singles who want to retire early, there is no spousal insurance fallback. Single people need to get insurance to bridge the …

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Healthcare and Money: Fee Only Financial Planner Discusses Ways to Improve Your Insurability

Buying health insurance when you are self-employed, pre-Medicare, or temporarily jobless. The healthcare debate rages on… will the Obama administration succeed where the Clinton Administration failed?  Will the new healthcare system cost you more or less? Too soon to tell, says this fee only financial planner. In the meantime, if you’re an individual looking for …

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