2 Dec 2023
0 Commentsdebts & death: who’s responsible
One question I am often asked by clients is, “Am I responsible for my parents’ debts?” More
money / work
17 Nov 2023
0 Commentspreventive screenings with medicare
For those on Medicare, you’ll be happy to know it covers a number of preventive More
13 Oct 2023
0 Commentsclaim your lost money
At first glance it may not appear legit, but au contraire, the New York State More
14 Sep 2023
0 Commentsfirst steps
Whatever the circumstances, the passing of a loved one creates a More
12 Jun 2023
0 Commentsmedicaid nightmares
The process of qualifying for Medicaid—utilizing Pooled Income Trusts, protecting assets More
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
8 Feb 2024
0 Commentsmost common scams
The following scams are estimated to account for over 65 percent of fraud complaints More