-
Avoid These Investment Mistakes
January 3, 2023Investing will always have its challenges—but you can help make it easier on yourself by staying away from as many mistakes as possible.
Read More -
Benefits of Using an Experienced Realtor
January 3, 2023Using an experienced realtor offers numerous benefits when you're buying or selling a property. Real estate transactions can be complex and involve significant financial investments, making the expertise of a seasoned realtor invaluable.
Read More -
Build an Estate Plan With Our Help
January 3, 2023Broadly speaking, an estate plan (either a will-based estate plan or a trust-based estate plan) encompasses the accumulation, conservation, and distribution of an estate. A good estate plan will enhance and maintain the financial security of individuals and their families.
Read More -
Choosing the Right Realtor to Help Your Senior Parents Transition to Senior Living
January 3, 2023When it comes to helping your senior parents transition to senior living, finding the right realtor is a crucial step in the process.
Read More -
Continuing Care Retirement and Medicaid
January 2, 2023Living in a Continuing Care Retirement Community (CCRC) has some distinct advantages. First, you have pretty much everything you need right in one place: wonderful food, fellowship, shelter, safety, transportation, and even access to nursing care when you need it. You shed worries about things like snow removal, house and yard maintenance, and annual real estate taxes. Another huge benefit is having all levels along the continuum of care readily available to you as you age: independent living, assisted living, memory care, and skilled and long-term nursing care (nursing home).
Read More -
Could Medicaid Payback Rules Come to an End?
January 2, 2023Medicaid, a program providing health insurance for low-income Americans, has a controversial estate recovery component. When Medicaid recipients pass away, states attempt to recover the funds spent on their medical care. This can lead to devastating financial consequences for families, especially those with lower incomes. U.S. Rep. Jan Schakowsky introduced the Stop Unfair Medicaid Recoveries Act to end estate recovery, but its immediate progress remains uncertain.
Read More -
Debunking Myths and Embracing the Facts of Healthy Aging
January 2, 2023Like Mary, many older adults face similar challenges as they age. In this article, we will debunk common myths and misconceptions about aging while offering practical tips and evidence-based strategies to promote healthy aging and maintain well-being.
Read More -
Do Caregiver Duties Help Older Women Live Longer?
January 2, 2023The findings, published in The Journal of the American Geriatrics Society, revealed that women who said they were taking care of a loved one on a regular basis had a mortality rate 9 percent lower than that of non-caregivers over the course of the study.
Read More -
Do You Need a Will?
January 2, 2023What happens when a person dies without a Will? Good question. In this article, I will discuss what a Will does and doesn’t do, the myths and the law regarding Wills.
Read More -
Don’t Leave Your IRA to the IRS
January 2, 2023The tax and investment issues surrounding inherited IRAs can be complex, so consult with your tax and financial advisors before making any moves.
Read More
