17 Apr 2024
0 Commentsmedicare basics and more
Come October, Medicare enrollees can expect to see, once again, a delugeMore
money / work
17 Apr 2024
0 Commentsunderstanding medicaid
For those navigating healthcare services, especially for older adults in need ofMore
26 Mar 2024
1 Commentstill working
The satisfactions of the workplace often fade as we grow older. We may More
27 Feb 2024
0 Commentsguardianship proceedings
A Guardianship Proceeding is a last resort mechanism for when someone is no longer More
11 Feb 2024
0 Commentsfree tax prep
The AARP Foundation is again funding the Tax-Aide Program in 2024. More
8 Feb 2024
0 Commentsmost common scams
The following scams are estimated to account for over 65 percent of fraud complaints More
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
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
2 Jun 2024
0 Commentssharing is caring
My clients often fall into two categories: those who want their children and loved More