9 Jul 2017
0 Commentssave more – spend less
We are all doing our best to become or remain physically fit by eating well, exercising and staying active. Let’s take that to the next step and consider our financial fitness. More
money / work
7 Apr 2017
1 Commentsocial security: how retirement benefits work
Social security is the foundation of economic security for millions of Americans. Over 150 million Americans pay social security taxes and approximately 60 millionMore
12 Mar 2017
0 Commentsa health care proxy
Richard, an 81 year-old widower, has had his Will and advanced directive documents (Power of Attorney, Health Care Proxy and Living Will) in order for some time. More
3 Mar 2017
unretirement: figuring out your next act
This is an update to an earlier post because we can’t resist revisiting this topic, especially when new data is released: In 2015, almost a quarter of new businesses More
20 Feb 2017
0 Commentsa rose by any other name
Last week, my friend Rose called me. She was visiting her 80-year old mother, when her mom got a call from an advisor at the financial institution that holds More
12 Feb 2017
0 Commentsprotect yourself from identity theft
Did you know that financial identity theft is the fastest growing crime? Chances are someone you know has fallen prey to some sort of scheme – even if they aren’t talkingMore
8 Feb 2017
2 Commentsnursing home medicaid in ny
With the cost of long term care in a skilled nursing center in Westchester running upwards of $400 a day and as much as $150,000 a year, most people cannot affordMore
31 Jan 2017
1 Commentmaking tax time less taxing
What’s the best thing you can do to make tax time less “taxing,” so to speak? Set up your 2017 tax file today. Yes, you read that right – start now!More
29 Jan 2017
0 Commentsinvesting essentials
Understanding the basics of investing can seem intimidating. We’ll sort through the essentials here in a simple, understandable way.More
23 Jan 2017
8 Commentsunderstanding probate: and how to avoid it
Probate generically refers to the process of winding up one’s life affairs, and distributing property to loved ones. But as a legal matter, not all assets are distributed More
15 Jan 2017
0 Commentsunderstanding medicare
Everyone who has Medicare, or is soon to take the plunge into it, hopefully understands that Parts A, B and D can be delivered to you in different ways.More
19 Dec 2016
2 Commentscommunity medicaid
Medicaid is complicated. The following case study should help you sort through the mazeMore
12 Dec 2016
3 Commentsvolunteer in westchester… and change the world
Whether you’re an empty nester, recent retiree or beyond, this next act of your life presents an opportunity to get involved in your community. More
10 Jul 2017
0 Commentspaying for long term care
“My loved one needs long term care but can’t qualify for Medicaid…..”
I hear this time and time again. However, more often than not, caregivers do not have accurate information. As a result, they either exhaust their own time and/or More