25 May 2025
0 Commentsdoes a reverse mortgage make sense
For retirees who own their home and want to stay living there, but could use More
money / work
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
14 Nov 2024
0 Commentsthe jury duty scam and…
Let’s all stay safe from fraudsters and predators. Here’s our new regular coverageMore
14 Nov 2024
0 Commentsthe best gift you can give
One important approach to estate planning is generational gifting, More
27 Aug 2024
0 Commentssigned estate plan- what next?
While I typically write about the importance of executing estate planning documents, More
19 Aug 2024
0 Commentsdemystifying medicare
Fall Open Enrollment for Medicare — from October 15th through December 7th — More
24 Jun 2024
0 Commentsextra help paying for scripts
I’m often asked if Medicare offers any financial assistance programs to More
2 Jun 2024
0 Commentssharing is caring
My clients often fall into two categories: those who want their children and loved 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