Show Notes - January 11, 2019 - Getting Your Ducks in a Row for the New Year

If you missed the original broadcast, watch the show here. 

 

Segment 1: Scheduling Medicare Wellness Checks and Examining Your Medicare Advantage Coverage

Josh Hunter, Public Benefits Specialist with Takacs McGinnis Elder Care Law, joins Tim and Barbara to talk about Medicare and health coverage for the new year.

 

Segment 2: Evaluating your Financial Plan 

Tim and Barbara discuss strategies for getting your financial goals on track for 2019.

 

Segment 3: What Questions Do You Need to Ask Your CPA?

Michael W. Crisler, CPA, CITP, CGMA, Member and Chief Manager of Crisler CPA, joins Tim and Barbara to share tips and tricks to prepare for tax season this year.

 

Segment 4: Essential Estate Planning Documents

Chris Johnson, Associate Attorney with Takacs McGinnis Elder Care Law, joins Tim and Barbara to talk about why it may be in your best interest to make estate planning a priority in 2019. 

 

Segment 5: Staying Social & Active

Jocelyn D. Briddell, Ed.D., Associate Executive Director of Active Aging & Facilities Management for FiftyForward joins Tim and Barbara to talk about the importance of staying physically, mentally, and socially active.

 

Resources

Learn more about concepts, organizations, and information mentioned in the show.

Takacs McGinnis Elder Care Law, PLLC
615-824-2571
www.tn-elderlaw.com

Edward Jones
Brian Homra
615-824-4114

Crisler CPA
www.criscpa.com
Hendersonville: 615-824-8142
Brentwood: 615-377-3485
Tullahoma: 931-455-2227

FiftyForward
615-743-3400
www.fiftyforward.org
info@fiftyforward.org

 

If You Need Extra Help...

If you have questions about the process of aging, it can be useful to work with an elder law attorney. At Takacs McGinnis Elder Care Law, we speciallize in helping clients and their families navigate the many twists and turns that can occur during the long-term care journey. We can help you, too. Just give us a call at 615.824.2571.

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