Jim Miller

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Jim Miller

Savvy Senior: I Have a Will – Do I Also Need a Trust?

Dear Savvy Senior. My wife and I were recently talking about updating our will and wondered if we should also set up a trust. How do we know if we need one? --Planning Ahead Dear...

Savvy Senior: Still Working at 65? Here’s How to Handle Medicare

Dear Savvy Senior, My wife and I are approaching 65, but I’m still working and have good health coverage through my employer. Do we need to enroll in Medicare at this point? --Almost 65 Dear...

Savvy Senior: The Letter Your Loved Ones Will Treasure

Dear Savvy Senior, I want to leave something meaningful for my children and grandchildren, beyond just money or property. I’ve heard about “legacy letters,” but I don’t really know what they are or...

Savvy Senior: Where to Get Help with Medicare Decisions

Dear Savvy Senior, I’ll be 65 in a few months and could sure use some help sorting through all the confusing Medicare options that are available to me. Where can I get help...

Savvy Senior: Low-Cost Smartphone Plans for Budget-Minded Seniors

Dear Savvy Senior, What are the absolute lowest-cost smartphone plans for seniors who mainly talk and text but need a little cellular data for email and occasional use? I’m currently paying $40 a...

Jim Miller