The Lifetime Income Series: A Means-Tested Retirement Plan

Special Guest: Carolyn Rosenblatt, author of “The Boomer’s Guide to Aging Parents”

This week Jim and Cathlyn discuss how to plan around a possible reduction in your social security benefit. “Means Testing” talk has been around for several years, and it came up again this past week during budget discussions. This is something you will want to keep an eye on as you prepare for retirement. The guest this week is Carolyn Rosenblatt, RN, attorney, and author of “The Boomer’s Guide to Aging Parents”. Carolyn will discuss strategies for talking with your parents about their finances and health. Knowing how well your parents have planned for their retirement is actually critical to your own retirement, as your parents' financial condition can dramatically impact your own situation.

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