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
money / work
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
20 Dec 2021
0 Commentssaving social security
Talk with almost any person you meet about Social Security and, more often than not, they’ll comment that theMore
3 Dec 2021
2 Commentsprior authorization with medicare
No doubt about it, baby boomers (65 and older) and seniors are shifting from Traditional (original) Medicare to Medicare AdvantageMore
29 Nov 2021
0 Commentsbrady bunch estate planning
Second marriages can feel like a fresh start. But when it comes to estate planning, balancing loyalty to your existing family More
7 Sep 2021
0 Commentsorganize your finances
If you’re like me and have spent the last few months enjoying the beautiful outdoors, you may be facing a pile More
7 Sep 2021
0 Commentsmedicare – what are you getting?
In 2019, more than 60 million Americans enrolled in Medicare. Many who were already enrolled changed their coverage More
30 Aug 2021
0 Commentssilver divorce
A divorce almost always comes with emotional, personal and financial complications. And, divorcing later in life adds a level More
25 Aug 2021
0 Commentsdemystifying medicare
People on Medicare can make changes to their health insurance during Open Enrollment, which begins October 15th and runs through December 7th. More
21 Jul 2021
0 Commentsrefusing a bequest
Your favorite aunt has decided to leave her vacation condo to you in her will. While you are saddened by the thought of someday losing her, More
20 Jul 2021
0 Commentschanges to medicaid
I have heard that the Medicaid rules have changed, what does this mean? In 2020, New York State decided to make a major change to CommunityMore
10 Jun 2021
0 Commentsfor parents of children with disabilities
As if the parents of children with disabilities didn’t have enough stress and worries to confront on a daily basis, the COVID 19 pandemic has pushedMore
5 May 2021
0 Commentsunemployment benefits fraud
According to the New York State Department of Labor, over 425,000 fraudulent unemployment benefit claims have been identified during the Covid-19 pandemic. More
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