12 Dec 2016
volunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
money / work
5 Dec 2016
is dad okay
Often, clients will inquire about obtaining a guardianship for a parent (or other family member) that they feel may need some oversight. This is usually prompted More
15 Oct 2016
second marriages
The complexities attending second marriages often times require special attention, particularly if there are children from a prior marriage, More
22 Sep 2016
long-term care insurance
Patricia and Ben, clients of mine, planned to retire at the age of 65. Recognizing the increasing daily needs of their own parents, Patricia and Ben began to question More
15 Sep 2016
financial fitness through the decades
Financial planning is a process. It occurs over the course of our lives and should reflect our changing needs as we age. Why plan? Studies have shown that retirees More
12 Sep 2016
medicare basics
How much do we really have to know about Medicare and the intricacies of the health coverage for those aged 65 and older? More
5 Sep 2016
medicare coverage for rehab
Understanding your coverage under Medicare is essential, especially when dealing with a hospitalization. There are so many things to consider, so asking yourself More
4 Sep 2016
the rules of gifting
With an increasing number of boomers and seniors inquiring about “gifting” to their children and grandchildren, perhaps to fund education or even help with More
3 Sep 2016
the real cost of unpaid caregiving
A 2011 MetLife study on the cost of caregiving revealed some startling statistics. Namely, about a quarter of adult children, primarily baby boomers More
3 Sep 2016
when to enroll in medicare
Initial Enrollment Period
For those turning 65, there is a seven-month time frame around your 65th birthday – More
24 Aug 2016
medicaid asset protection trusts
Many people recognize the importance of implementing traditional estate planning techniques such as having a will or revocable trust, executing a durable More
1 Apr 2016
make your money last
With life expectancy on the rise, more and more people are asking themselves: Will I outlive my assets? How long will my nest egg last? More
19 Dec 2016
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community medicaid
Medicaid is complicated. More