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
money / work
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
10 Dec 2017
0 Comments7 ways to prevent financial elder abuse
It seems barely a week goes by that I don’t hear a story about theft of assets from seniors. While forensic accounting More
7 Nov 2017
0 Commentshow digital assets figure into estate planning
As digital assets, electronic communication and electronic information continue to grow, it has become more and more necessary for clients to addressMore
16 Oct 2017
0 Commentsit’s medicare enrollment time!
Not everyone has to remember to enroll in Medicare. If you are already collecting Social Security, you’ll get Medicare Parts A and B automatically. In More
16 Oct 2017
1 Commenttransitioning into retirement
While the transition into retirement can be an exciting time for people, it can also be a stressful period. On the Holmes-Rahe Stress Inventory, a “life More
9 Oct 2017
0 Commentscan a person with cognitive impairment sign legal docs?
When someone begins to exhibit signs of Alzheimer’s or dementia – or perhaps even has a diagnosis of some type of cognitive impairment, they often More
2 Oct 2017
0 Comments5 things i wish i told my dad
In 2014, my father was diagnosed with Lewy Body Dementia which is the second most common type of dementia after Alzheimer’s disease. Little did my family know More
18 Sep 2017
0 Comments7 best tips for organizing your estate now
Beyond preparing and updating the legal documents in estate planning, people often ask how else they can best organize their estate. Here are seven tips worth More
11 Sep 2017
0 Comments4 things scammers hope you don’t know
Many people have heard the great news about the new Medicare cards… we had a party when we first found out! However, there still seems to be a lot of confusionMore
28 Aug 2017
0 Commentsinsurance news: hybrid policies
Amy and Jeff W. reached out to me just days after Jeff’s father had passed away, Along with other family members, they had cared for Jeff’s father for three years. 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