12 Jun 2023
0 Commentsmedicaid nightmares
The process of qualifying for Medicaid—utilizing Pooled Income Trusts, protecting assets More
money / work
7 Jun 2023
0 Commentsnew rmd rules
Thanks to the SECURE Act 2.0, passed by Congress last December, there are several
3 Jun 2023
0 Commentsplanning for solo seniors
While I am not a fan of labels, many use the terms “Solo Seniors” and “Solo More
24 Mar 2023
0 Commentscan medicaid help?
Nancy is 91 years old and lives alone in her own home. Her family tells me she now More
15 Mar 2023
0 Commentshomeowners insurance must knows
We sat down with Peter Lanza, Vice President of Personal Lines Insurance at Rye Brook’s BNC Agency More
14 Mar 2023
0 Commentsestate planning mistakes
It is a common misconception that only the “uber rich” need an estate plan, when in actuality, More
3 Feb 2023
0 Commentsnot your parents’ retirement
Once upon a time, we worked for the same company for 40 years and retired with a gold watch at 65. We were expected to live another five years, financing this remaining time with a combination of social security and a pension from our employer. More
27 Jan 2023
0 Commentspricing your home
Does this find you wondering whether buying or selling a home based on a per square foot price is still a thing? More
26 Jan 2023
0 Commentsscammers still thriving
The Westchester County Department of Senior Programs and Services wants you to know that scammers and con artists More
13 Jan 2023
0 Commentsinflation reduction act and medicare
The Inflation Reduction Act is poised to save money for people on Medicare, More
7 Dec 2022
0 Commentsmeet our volunteer heroes
A former school librarian who coaches Latino youth with college applications; a retired teacher More
6 Dec 2022
0 Commentsrevocable or irrevocable?
Trusts are excellent vehicles for probate avoidance, management of assets, ease of More
7 Oct 2022
0 Commentssidestepping obstacles to medicaid
Filing for Medicaid can be a maze of obstacles with potential pitfalls around every bend.More
14 Sep 2023
0 Commentsfirst steps
Whatever the circumstances, the passing of a loved one creates a More