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Medicaid Enrollees: Financial Protection for Your Spouse
June 23, 2025Medicaid law provides special protections for the spouses of Medicaid applicants. These protections ensure that...
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FINANCIAL FOCUS® How is your retirement income taxed?
June 18, 2025Once you’re retired, you will likely need to draw on several types of income for...
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The Role of Social Workers/Senior Advocate in Supporting Older Adults
June 16, 2025As our population ages, the role of social workers in supporting older adults has become...
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Helping Your Parents Age Gracefully — Without Sacrificing Your Own Financial Future
June 5, 2025Love and Logistics: Finding the Balance Supporting your aging parents is one of the most...
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FINANCIAL FOCUS How can you plan for incapacity?
May 30, 2025We all hope to enjoy long, healthy lives, retaining the ability to think clearly and...
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Preparing for Retirement – Key Milestones to Keep in Mind
May 20, 2025Retirement is one of life’s most significant transitions, and proper planning can play a key...
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Home Owners Insurance: Impact of Older Adults Considering Retirement Community
May 19, 2025As we make plans and new goals for 2025, it’s a good time to look...
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Sandwich Generation Survival: Caring for Kids and Aging Parents
May 16, 2025What is the Sandwich Generation? If you’re caring for both children and aging parents at...
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How an Annuity Can Support a Medicaid Applicant’s Spouse
May 15, 2025When one spouse qualifies for Medicaid to pay for a nursing home stay, the spouse...
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FINANCIAL FOCUS® Be careful when naming beneficiaries
May 12, 2025You might not have thought much about beneficiary designations — but they can play a...
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