6 Jul 2018
managed long-term care
How does Medicaid determine how much care you will get? Looking back at the time More
money / work
22 Jun 2018
7 reasons to review your will
While we may WANT to think that preparing a will is a one-time event, life happens More
10 Jun 2018
music moments
As a kid, I remember sleeping with my transistor radio tucked under my pillow. From there, More
14 May 2018
buy or lease your next car?
Perhaps you’re finding yourself in a situation similar to mine. My bright orange More
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
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
6 Jul 2018
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saving big with qlacs
While our Girls Night Out Book Club usually focuses on the selection at hand during More