7 Dec 2022
0 Commentsmeet our volunteer heroes
A former school librarian who coaches Latino youth with college applications; a retired teacher More
money / work
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
6 Oct 2022
0 Commentsmedicare counseling returns
Great news! Two new Westchester County Medicare helplines are now operational—and available More
3 Sep 2022
0 Commentsstaying in control
All too often, I am contacted by children of an aging parent or loved one who hasn’t planned More
23 Aug 2022
0 Commentsstretch your grocery budget
In today’s world, grocery shopping can seem more like a burden than an opportunity to More
16 Jun 2022
0 Commentsplanning for digital assets
As someone who grew up during the introduction of electronic banking, text messaging, and More
8 Jun 2022
0 Commentsprior authorizations under medicare
No doubt about it, (65 and older) baby boomers and seniors are shifting from More
19 Apr 2022
0 Commentsmedicaid: true or false
Take this true/false quiz to learn what you know (or don’t know) about Medicaid coverage for More
19 Apr 2022
2 Commentsmeet these entreprenuers
In the summer of 2020, as the world was defending itself from the sucker punch delivered by COVID-19More
30 Mar 2022
0 Comments529 plans for grandchildren
A client of mine recently reached out about whether or not to fund a 529 plan for his More
3 Mar 2022
0 Commentsplanning for the newly retired
Congratulations on your retirement! You finally have time to work on your bucket list: traveling, More
23 Feb 2022
1 Commentthe role of an executor
As executor for an estate, the job of fulfilling a loved one’s wishes, may seem opaque at best. But if you understand the purpose behind the work, it will go a long wayMore
13 Jan 2023
0 Commentsinflation reduction act and medicare
The Inflation Reduction Act is poised to save money for people on Medicare, More