19 Feb 2021
0 CommentsWhen 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, 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 CommentsAs 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 CommentsCOVID has affected every single American on some level. More
14 Jan 2021
0 CommentsListen in to Conversations. In this podcast, we talk with Alice Tseng about how reverse More
13 Jan 2021
0 CommentsIf you’ve become comfortable using and viewing your credit card app and banking app onMore
6 Jan 2021
0 CommentsWith seniors more isolated than ever due to Covid-19, New York Attorney General Letitia James More
16 Dec 2020
0 Comments“What is the burning issue that prompted you to call me?” That’s the first question I ask people More
12 Dec 2020
0 CommentsMany of you may have never heard of MAGI, as it’s a term used mostly by accountants. Nor may you know the acronym IRMAA or how it relates to you. More
7 Dec 2020
0 CommentsI am often asked about this topic by my clients, especially when they are alienated from and wish to More
27 Oct 2020
0 CommentsA Last Will and Testament is perhaps the most important part of your estate plan. As you may already know, More
4 Oct 2020
0 CommentsWhen did you last compare your Medicare coverage to other potentially cheaper options? Whether youMore
27 Sep 2020
0 CommentsWe consulted with the team at Astor Galleries in Kingston, NY, a collectibles and estate appraisals and liquidationMore
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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