Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Jan
22

DNR – A Life Choice

dnr-form

The California EMS Authority along with the California Medical Association and EMS providers in California developed a PreHospital Do Not Resuscitate DNR Form to instruct EMS to not provide resuscitative measure for patients having a heart attack. This would include CPR, assisted breathing, intubation, defibrillation and drugs to stimulate the heart. It does NOT include treatment for pain, difficulty breathing such as an obstructed airway or asthma treatment, or major bleeding, etc. The form must be signed by the patient or their healthcare decision-maker and be CLEARLY posted or maintained with the patient. California EMS does recognize and honor Medallions or bracelets worn by the patient, however, there are only three Approved Medallion Providers for California: Sticky J Medical ID, based in Florida; MedicAlert Foundation, based out of Salida, CA; and Caring Advocates, based out of Encinitas, CA.

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Aug
07

Managing Health Care Costs in Retirement

health-care-retirement

Many people say that their #1 retirement concern is now not outliving their money but the cost of health care in retirement. There is much debate over Medicare and health care costs overall. The important idea to take from this overall concern is that financial planners can be of assistance and bridging this gap can be addressed relatively simply.

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May
13

Long-term Care Insurance

Long-term Care Insurance
Understanding the risks of needing long-term care and the possibility of incurring substantial expenses is a huge part of financial planning. Proper planning can allow a person to avoid not being prepared for the need for care as you age. Over the last century medical science has been able to greatly increase life expectancy. Individuals are living on average 20-30 years longer and sometimes need assistance with day to day needs. Long-term care is now offered in a variety of settings, such as; nursing homes, assisted living residences, life care communities, adult day-care or even in person's home. A person's health status affects the likelihood of incurring a long stay with catastrophic expenses. It is imperative that you weigh all the risks involved with purchasing or not purchasing insurance. Likewise, understanding what you may need in terms of coverage is prudent. A few tips when shopping for a Long-Term Care Insurance policy are: Buy a policy with a ...
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Due to renewed State orders for shelter-in-place we will be modifying our office operations. We will be suspending services at our physical office for the public. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

You may drop contribution checks at our office through the mail slot or they may be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.

TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.