As 2019 draws to a close, the focus for many of us will turn from holiday shopping to getting ready…
Year: 2019
Important Update: SECURE Act 2019
The SECURE Act was passed yesterday as part of the House Appropriations Bill, making sweeping changes to how qualified plans…
How to Cope With End-Stage Dementia
No one likes to imagine what will happen if a loved one is diagnosed with dementia. The reality of a…
Crowdfunding and Public Benefits: GoFundMe Campaigns May be Detrimental in the Long Term
Today there are countless crowdfunding sites (i.e. GoFundMe) which provide opportunities to raise funds online for specific purposes. Increasingly, I…
How Tech Can Help Your Career When You’re Living with a Disability
When you’re living with a disability, it’s important to use all the resources at your disposal when it comes to…
Medigap or Medicare Part C: What’s the Difference?
There are just a few days left during this Medicare open enrollment period and, if a change is needed to…
Avoiding IRS Scams
With tax season around the corner you can expect an increase in tax related scams. Which it is why it…
Assuming Roles of Trustee and Power of Attorney
Your loved one has lost capacity and you are named in their Power of Attorney and/or Trust - Now what?…
The Effect of Annuities on Long-Term Care Plans
Annuities are great investments for people who are frightened by the stock market or need a tax-deferred investment, and they…
