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Articles To Help Your Planning

As a service to Centier clients, we are pleased to provide published articles on a variety of topics concerning your financial planning.

Ask A Trust Officer - Retiree Health Care Expenses

How much should I budget for medical expenses in retirement? Won’t Medicare cover most of this expense?

The Elderly Inflation Rate

In 1987, Congress directed the Bureau of Labor Statistics to begin calculating a Consumer Price Index for the elderly. Does the CPI accurately reflect the changes in the cost of living experienced by retired Americans, and so have the inflation adjustments to Social Security benefits have been done appropriately?

Trusts for Special Needs

Parents and grandparents of a child with a lifelong disability, such as autism, have a special estate planning challenge.

"Get Me An Agent"

We refer in our headline not to the Hollywood deal-maker or the secret employee of a clandestine service, but to the idea of delegating one’s responsibilities to an institution staffed with professionals ready to work on behalf of others—an agency relationship.

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