5 May 2021
0 Commentsunemployment benefits fraud
According to the New York State Department of Labor, over 425,000 fraudulent unemployment benefit claims have been identified during the Covid-19 pandemic. More
money / work
4 May 2021
0 Commentsgetting the needed care
Great News: Your loved one has been approved to receive Community-Based Medicaid for home care. But now what? More
2 May 2021
0 Commentsprobate and its problems
“If I have a Will, I avoid Probate, right?” This is a question I hear all too often and, unfortunately, the answer is more complicated then yes or no. More
28 Apr 2021
0 Commentslost or destroyed wills
While it may be okay to hide your savings under the mattress, doing the same with your Will could have disastrous results. What happens if at the time of your death your Will cannot be found? More
28 Mar 2021
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More
19 Feb 2021
0 Commentsbeneficiary designations
When thinking about estate planning, most of us would think first about drafting a last will and testament and perhaps a trust. What is often overlooked as part of the process though is making beneficiary designations.More
18 Feb 2021
0 Commentsmedicaid basics
Medicaid, a government assistance program administered at the state level, has two different types of coverage. Understanding that is important when considering an application for long-term care.More
12 Feb 2021
0 Commentsfree tax help during covid
As with many other programs, the AARP Foundation Tax-Aide program is yet another semi-casualty of the pandemic. While it will be in place this year, in very limited form, in-person help will be mostly curtailed. But help is still out there for those determined to get it.More
20 Jan 2021
0 Commentsa financial safety net
COVID has affected every single American on some level. More
14 Jan 2021
0 Commentsconversations: financial security
Listen in to Conversations. In this podcast, we talk with Alice Tseng about how reverse More
13 Jan 2021
0 Commentspayment apps
If you’ve become comfortable using and viewing your credit card app and banking app onMore
6 Jan 2021
0 Commentsag james’ scam warning
With seniors more isolated than ever due to Covid-19, New York Attorney General Letitia James More
16 Dec 2020
0 Commentsready to retire?
“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
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10 Jun 2021
0 Commentsfor parents of children with disabilities
As if the parents of children with disabilities didn’t have enough stress and worries to confront on a daily basis, the COVID 19 pandemic has pushedMore