23 Apr 2018
do 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
money / work
9 Apr 2018
when not to gift
One of the commonly misunderstood (or perhaps unknown) issues to be considered with regard to the gifting/transferring More
25 Mar 2018
the medicaid application
Created in 1965, the Medicaid program was designed to provide health coverage for low-income people. While the federal More
19 Mar 2018
the 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
free 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
why you need a statutory gifts rider
While many people may have a general understanding that a durable power of attorney (POA) allows a person More
15 Jan 2018
what to know about certified financial planners
A Certified Financial Planners (CFP) is trained to assess your financial situation, evaluate your investments, and develop a plan More
6 Jan 2018
how 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
qualifying 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
29 Dec 2017
medicare or a map?
The first Medicare program was created and administered by the federal government in 1965. Original Medicare More
29 Dec 2017
using home equity to fund medical costs
My client, Dora, lives with her adult son, Ivan, who has special needs. After Dora’s husband passed away, she was More
10 Dec 2017
7 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
how 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 address More
14 May 2018
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buy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orange More