6 Jul 2018
0 Commentsmanaged long-term care
How does Medicaid determine how much care you will get? Looking back at the timeMore
money / work
22 Jun 2018
0 Comments7 reasons to review your will
While we may WANT to think that preparing a will is a one-time event, life happensMore
10 Jun 2018
0 Commentsmusic moments
As a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
14 May 2018
0 Commentsbuy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orangeMore
23 Apr 2018
0 Commentsdo credit scores (still) matter?
Your home’s mortgage is nearly paid off, and student loans are likely to be of the long-ago past. More
9 Apr 2018
0 Commentswhen not to gift
One of the commonly misunderstood (or perhaps unknown) issues to be considered with regard to the gifting/transferringMore
25 Mar 2018
0 Commentsthe medicaid application
Created in 1965, the Medicaid program was designed to provide health coverage for low-income people. While the federalMore
19 Mar 2018
0 Commentsthe new tax law: what changes for you?
The new tax law made sweeping changes on many fronts. The big change, especially More
14 Feb 2018
0 Commentsfree tax help from aarp!
For easily 25 years now, Westchester seniors have been able to get their tax returns processed and filed for free. More
28 Jan 2018
0 Commentswhy you need a statutory gifts rider
While many people may have a general understanding that a durable power of attorney (POA) allows a personMore
15 Jan 2018
0 Commentswhat to know about certified financial planners
A Certified Financial Planners (CFP) is trained to assess your financial situation, evaluate your investments, and develop a planMore
6 Jan 2018
0 Commentshow housing plays into planning for a longer retirement
In my work as a Certified Financial Planner, I always discuss the topic of housing with my clients as they plan for retirement. More
6 Jan 2018
0 Commentsqualifying for medicaid with pooled income trusts
Many people think they cannot qualify for long-term home care (including home health aides) paid for by Community Medicaid More
6 Jul 2018
0 Commentssaving big with qlacs
While our Girls Night Out Book Club usually focuses on the selection at hand duringMore