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
money / work
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
16 Oct 2017
it’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
transitioning 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
can 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
5 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
25 Sep 2017
still have questions about reverse mortgages?
We recently sat down with Alice Tseng, a licensed loan originator who works exclusively with the Home Equity Conversion Mortgage (HECM) program, to address More
18 Sep 2017
7 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
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28 Jan 2018
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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