28 Sep 2025
0 Commentsis ltc insurance worth it?
Q: My husband and I have been thinking about getting a long-term care More
money / work
11 Sep 2025
0 Commentstitle theft
Chances are you’ve been hearing about title theft from advertisements on television More
24 Aug 2025
1 Commentestate planning for digital assets
Estate Planning today needs to include a plan for your digital footprint–the never-ending More
23 Aug 2025
0 Commentsgov’t agent scams and more
Scammers impersonating the government—including the Federal Trade Commission (FTC)— More
23 Aug 2025
0 Commentsmedicare and annual physicals
Q: Does Medicare cover annual physical exams? I’ve gotten a physical every year since I turned More
26 May 2025
0 Commentshow inherited property is taxed
“How much am I going to have to pay in taxes?” is one of the most common More
25 May 2025
1 Commentdoes a reverse mortgage make sense
For retirees who own their home and want to stay living there, but could use More
25 May 2025
0 Commentshow to avoid scams
Scammers tell all kinds of stories to try to get your money or information. They might call, More
24 May 2025
0 Commentsmedicare vs. medicaid
Confusion still exists about the differences between Medicare and Medicaid. More
24 Feb 2025
0 Commentsa warm gift is better than a cold one
Some years ago, a client of mine and I were discussing her wishes for More
23 Feb 2025
0 Commentstsa prescheck scams
The Surprise Package: It’s your lucky day. A package addressed to you has landedMore
22 Feb 2025
0 Commentsafter medicaid is approved
Applying for New York State Medicaid for long-term care can be a complex and More
24 Jan 2025
0 Commentshow long to keep documents?
Question? Is there a rule of thumb on how long someone should keep their More
22 Oct 2025
0 Commentstime to switch your medicare plan?
Have you been lazy like me when it comes to reviewing your Medicare plans? More