Coast to Coast Financial Planning

From yesterday, 5/19/26

Sweet surprise ending to a full day of love.

I went over to Nantucket for a lively PASCON (Paliative Care) volunteer appreciation lunch at The White Elephant, it was foggy and cool there but the company was warm.
Came back on the 3:30 ⛴️ and off to the annual WeCan volunteer appreciation evening at Pelham House where it was also breezy and cool but, also warm to see so many who give so much to this wonderful organization. Many speakers said they feel lucky to experience the gift of being involved and I couldn’t agree more. NO photos from either but…
On the way home I saw a glow in the distance beneath the stormy dark clouds as a thunderstorm crossed the bay. Wait for the end of the first video, there was a horse. Wow!

On April 30, 2026, President Trump signed an executive order to promote savings for American workers. In its aftermath, we have had a flurry of questions about a new savings option called a “Trump .” This is, as the saying goes, “fake news.”

In today's Slott Report we elaborate further: https://bit.ly/4uloAxp

RIP to Mary Galvin, who worked at Coast to Coast for many years, and Secure Future Financial for Christi Kemprecos prior.
A kind woman who loved her husband Gerry, the Red Sox and her Labrador retrievers.
Service info in comments. 💔 🙏

Wishing a happy and meaningful Passover to all who celebrate!

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Spring Newsletter - 2025 Email from Coast to Coast Financial Planning In This Issue: How Much Do You Really Gain By Delaying Social Security Benefits? Rolling Over Your Retirement Plan? Here Are 5 Things To Know About Your

In this week's Slott Report Mailbag, we answer reader questions regarding beneficiaries and contribution limits. Find out more here: https://bit.ly/4swIEeV

Back to Ed Slott semi-annual IRA/IRS tax law training, this time in Austin. While a typical review of tax law changes as they relate to retirement and estate plans, this time there was a focus on Caregiving, a topic I continue to talk and write about especially for Long Term Care Awareness(LTC) month.

The numbers are staggering, over $600B in lost finances may now be closer to $1.1T, affecting ~64M Americans as caregivers. (AARP 2025)
Over 56% of financial advisors now recognize LTC as a chief risk to a financial plan. (Univ of Michigan poll).

Medicare and Medicaid are not plans in most circumstances. Bottom line, we say plan and prepare instead of react and regret to have a plan for care before a crisis strikes. The speaker compared it to something he calls an important “Part of the roof of protection” in you financial house. This is one area most retirees don’t want to worry about.
Do you have a plan? Ed Slott and Company